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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Salesforce was a detractor during the quarter. Shares of the...
— Tony Coniaris
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Other investors who've written on Salesforce, Inc.
Selection within Information Technology contributed most, including overweight positions in Microsoft Corp. (Information Technology sector), Meta Platforms Inc. (Communication Services sector), Salesforce Inc. (Information Technology sector) and Workday Inc. (Information Technology sector).
Salesforce was a top contributor during the quarter as improving investor confidence in its growth outlook and AI strategy helped reverse some of the weakness experienced earlier in the year. Shares advanced following...
Salesforce, the enterprise software giant, ended the quarter as the Fund's top performer. This follows a...
More institutional theses from Harris Associates Concentrated Strategy
SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning.
LVMH was a detractor during the quarter. The France headquartered...
Unicharm is a leading global personal care company, best known for products across feminine hygiene, adult incontinence, and baby diapers.