Salesforce could be repositioning itself as a data company

Salesforce reported earnings on Wednesday, and while it wasn’t quite the heady rush of last quarter’s unexpectedly strong offering, it was by all accounts decent. And as far as Wall Street is concerned, the numbers beat analyst’s expectations. Good on them, that always feels like a key investor metric when judging the quality of a quarter.
When you consider the stakes of the prior quarter, when activist investors were circling, the company did well enough to ease the pressure. Now it has to do everything else.
The company’s $8 billion in revenue certainly wasn’t anything to …