Activist investors have put Salesforce, Disney, Alphabet CEOs on notice

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Activist investors have put Salesforce, Disney, Alphabet CEOs on notice
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Clash of the titans: Billionaire activist investors are putting pressure on top CEOs who were once thought untouchable

It's those steep stock price declines that activist investors are using as a wedge in an attempt to win over shareholders and pressure management teams into gaining board seats or other concessions.

But in reality, given that much of the year-long stock price slump was driven by fast-rising interest rates and a flight to non-tech quality among investors, the activist investors still face an uphill battle in winning over shareholders and management teams. for a seat on its board of directors last week.

At Salesforce, much of the criticism from investors has been towards high levels of stock based compensation and overpriced acquisitions, like their $28 billion buyout of Slack at the height of the COVID-19 pandemic. That's something that Elliott is likely to take aim at in its bid to help management stage a turnaround in the share price.

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