Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Responsys, (UNKNOWN:MKTG.DL) roared 40% higher Friday after Oracle (NYSE:ORCL) agreed to acquire the marketing cloud software and services firm for approximately $1.5 billion in cash, or $27.00 per share, net of Responsys' cash.

Shares of Oracle closed down slightly on the news.

So what: The transaction is expected to close in the first half of 2014, and should serve to effectively broaden the reach of Oracle's existing Customer Experience Cloud offerings.

The move also marks the end of quite a roller-coaster ride for investors since Responsys' April 2011 IPO at $12 per share. As it stands, following a number of weaker-than-expected earnings reports last year, shares of Responsys have more than quadrupled so far in 2013 as the company regained its footing.

Now what: The stock closed today at $27.33 per share -- or just above the acquisition price -- so unless you've held your shares for just under one year and are waiting to take advantage of more attractive long-term capital gains taxes, suffice it to say I think Responsys investors would be wise to take profits and put their hard-earned money to work elsewhere.