Who supplies Salesforce, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Salesforce files 8-Ks, announces contracts, or beats guidance.
11 companies with a disclosed relationship to Salesforce
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (2) | ||||||||||
| AMZN | AWS hosts core infrastructure | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| GOOGL | Cloud capacity and AI models | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Services & Integration (2) | ||||||||||
| IBM | Consulting and integration | partner | - | - | - | - | - | 4 | 15% exp77 | |
| ACN | Implementation partner | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Partners (1) | ||||||||||
| SNOW | Data platform integration | partner | - | - | - | - | - | 13 | 15% exp77 | |
| Security (1) | ||||||||||
| PANW | Security tooling | partner | - | - | - | - | - | 5 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | AI model infrastructure | partner | - | - | - | - | - | 2 | 15% exp77 | |
| Competitor (4) | ||||||||||
| ORCL | Enterprise applications | competitor | - | - | - | - | - | 5 | 15% exp77 | |
| NOW | Enterprise workflow | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| MSFT | Dynamics and productivity suite | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| SAP | Enterprise applications | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.