Salesforce is under zero pressure to care what anybody outside of it's extremely profitable walled garden thinks.
http://beta.fool.com/boriskabinov/2012/08/13/will-salesforce...
http://www.informationweek.com/software/enterprise-applicati...
Looks like the answer is... not yet. (maybe never?)
They want to be the market leader so they keep expanding as long as they have money.
They can always reduce the headcounts and becomes profitable.