KeyBanc analyst Brent Bracelin said he would be an "aggressive" buyer of Salesforce ahead of the jointly hosted investor event by KeyBanc on July 10 in New York. The analyst said customers and global SI partners will speak about how Saleforce is enabling major digital transformation initiatives and the broader opportunity to accelerate the MuleSoft and Tableau footprint within the G2K. Bracelin sees a $41B data modernization opportunity as legacy reporting tools are replaced by modern alternatives and AI driven applications and estimates Tableau's revenue could double to $3B+ in CY23 from $1.15 B in CY18. Bracelin rates Salesforce an Overweight with a $180 price target.