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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 contributor during the quarter. Shares of the...
— William C. Nygren, Michael A. Nicolas, Robert F. Bierig
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Other investors who've written on Salesforce, Inc.
Salesforce, Inc. ($CRM) is the preeminent global provider of cloud-based enterprise customer relationship management software, enabling businesses to manage client sales, customer service, and marketing operations. The manager established...
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
Salesforce is poised to leverage its vast repository of customer data through generative AI solutions like AgentForce. Despite recent macro...
More institutional theses from Oakmark Fund
Ally Financial is a leading digital-only direct consumer bank and the premier independent auto financing lender in the United States. Accounting for 2.0%...
American Express is a premier global financial services and payments corporation renowned for its high-end consumer and corporate credit cards. Oakmark established a...
Meta Platforms operates the world's preeminent social media and digital communication network, connecting 3.6 billion daily active users across Facebook, Instagram, and WhatsApp. Oakmark initiated a...