Loading investment pitches...
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 is the world’s leading SaaS vendor for customer relationship management (CRM) and salesforce automation (SFA) software. The company offers...
— Vulcan Value Partners, LLC
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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 Vulcan Value Partners - Focus
Ibstock benefits from a structural UK housing shortage and strong long-term pricing power despite current cyclical demand pressures. Higher interest rates...
Vulcan initiated a new position in Dun & Bradstreet, citing its unique database of 400 million business records and essential workflow integration. High customer retention...
Vulcan re-entered a position in Diageo as short-term market concerns over post-pandemic growth comparisons created an attractive entry price. The manager emphasizes...