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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’s beginnings were as a daring upstart that turned the model of how software was delivered and consumed on its head. We believe the...
— Daniel
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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 The Bristlemoon Global Fund
The Campbell's Company ($CPB) is an iconic packaged food producer known for shelf-stable soups, sauces, and snacks. Bristlemoon maintains an...
au, Australia's dominant online residential property classifieds portal. Bristlemoon maintains a...
MasterBrand ($MBC) is North America's largest manufacturer of residential kitchen and bathroom cabinetry, selling products through dealer networks, home centers, and residential homebuilders. Bristlemoon initiated a...