Recent management shifts at Tableau Software (NYSE:DATA), labeled with an "In Play" status in the obtained Salesforce target review, are speculated at Stifel to have signaled an effort by the company to remain independent amid revenue deceleration and lowered valuation, making it a more attractive target to a potential acquirer. Tableau Software shares are up by 6% today. N.B. Demandware, acquired by Salesforce in June, is also labeled "In Play" on the document.
Other public names mentioned – Adobe, Workday NetSuite, Veeva Systems, Box, Zendesk, HubSpot