Mar. 10 at 5:50 AM
$VEEV built its entire CRM on Salesforce's platform. Then said goodbye.
Salesforce partnered with IQVIA to poach customers. Now 627 accounts have to pick a side by 2029.
Meanwhile:
$3.2B revenue, 86% gross margins,
$6.6B cash, zero debt. Down 37% from highs.
https://theinvestmentlog.com/posts/veev/2026-03-09