Markets grow at the margins. This bit of sage advice was given to me at the start of my analyst career, and it has kept me in good nick for nearly two decades. Of course the focus has drifted over time but that’s the point: The CRM market has evolved, and the job of an analyst is to make sense of the evolution. Oracle OpenWorld 2018 held in San Francisco this week is a laboratory for the margin. There’s no arguing that the company missed the early run-up of cloud computing, at least on the application side. However, it supported the cloud pioneers on the database side.