I recently came across the Equity research paper on Salesforce.com from William Bliar & Company the has some research on the market size for Force.com
"........The application development market that salesforce is targeting with Force.com is $129 billion in size, much larger than the $16 billion CRM space. One way to look at the platform is that it theoretically allows every employee at every company to become a salesforce ......."
Here is the source document.
--Divakar
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