Salesforce.com buys Tableau. These stocks could be as follows.

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Salesforce.com

(ticker: CRM) announced Monday that he would buy
Tableau Software

(DATA) for about $ 15.7 billion in stock. This has led investors to wonder: which data analysis companies could be the following?

CitiGroup explained this in a note to customers. Here are the companies that, according to his researchers, could be the next targets.

•
Alteryx

(AYX). According to CitiGroup, the computer software company based in Irvine, California, is a strategic asset for both
IBM

(IBM) and
Microsoft

(MSFT). For IBM, the researchers said that Alteryx "verifies a lot" and could provide IBM developers and end-users to draw people to IBM / Watson analytics products. Alteryx also has synergies with Microsofts analytics offerings and could attract developers to its Azure cloud service. Oracle, SAP, Alphabet and Amazon have all been classified as strategic solutions to acquire Alteryx.

•
Talend

(TLND) could also be an excellent strategic fit for IBM as it "complements IBM's existing integration business" with its Big Data and Cloud-based activities. For this reason, CitiGroup also regards Oracle as a similar fit. Microsoft and SAP could be medium level adjustments.

•
MongoDB

(BMD) is a high or medium strategic fit for anyone, but still ranks third. The researchers note that MongoDB has "an alternative data architecture that is widely used and respected by developers."

•
Elastic

(ESTC) ranked fifth, before the sale of Tableau. Thanks to Tableau, the researchers consider that Microsoft is the best solution for Elastic, but a medium strategic solution. The researchers noted that "journaling and research could complement Azure functionality." They also stated that Elastic would also align with the open source activities of Github and Microsoft.

•
Cloudera

(CLDR) could be an average fit for Oracle, writes CitiGroup. Its source code "proprietary" and "open source", oriented "enterprise".

• Both
MicroStrategy

(MSTR) and
Teradata

(TDC) are on the list, but the research also does not consider that they are better than a weaker strategic adjustment at best, and "not an appropriate adjustment" at worst. MicroStrategy is considered less efficient for IBM, Oracle and SAP because they could consolidate the market for their competing products. The only lower adjustment of Teradata is Oracle.