What smart money is saying about Salesforce
9 funds in our archive have pitched Salesforce — most recently Oakmark Global Select Fund in March 2026.
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence, and deliver quotes, contracts, and invoices; and Service that enables companies to deliver trusted and highly personalized customer service and support at scale. Its service offerings also comprise flexible platform that enables companies of various sizes, locations, and industries to build business apps to bring them closer to their customers with drag-and-drop tools; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, a system of engagement. In addition, the company's service offerings include Marketing offering that enables companies to plan, personalize, and optimize one-to-one customer marketing journeys; and Commerce offering, which empowers brands to unify the customer experience across mobile, web, social, and store commerce points. Further, its service offerings comprise Tableau, an end-to-end analytics solution serving various enterprise use cases; and MuleSoft, an integration offering that allows its customers to unlock data across their enterprise. The company provides its service offering for customers in financial services, healthcare and life sciences, manufacturing, and other industries. It also offers professional services; and in-person and online courses to certify its customers and partners on architecting, administering, deploying, and developing its service offerings. The company provides its services through direct sales; and consulting firms, systems integrators, and other partners. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
Fund coverage · 9 theses
- Oakmark Global Select FundMarch 2026
Salesforce is a leading enterprise software company improving profitability and leveraging AI with further margin upside, trading at a discount to intrinsic value.
Read the full thesis - Distillate CapitalMarch 2026
Salesforce is a well-entrenched technology player with annuity-like characteristics, strong fundamentals, and an attractive valuation that supports substantial buybacks.
Read the full thesis - Guinness Global InnovatorsDecember 2025
Salesforce Inc is the leading CRM software provider investing in AI agents, with resilient fundamentals and growing AI-driven pipeline despite near-term monetization concerns.
Read the full thesis - Vulcan Value PartnersDecember 2025
Salesforce, Inc. is a dominant CRM SaaS platform with high retention and scalability targeting double-digit growth and margin expansion supported by innovations like Agentforce.
Read the full thesis - Equity and Income FundSeptember 2025
Salesforce is a leading technology company undergoing a transformation towards greater profitability and shareholder focus, with improving margins and ongoing fundamental performance despite a recent stock price decline.
Read the full thesis - Bristlemoon Global FundJune 2025
Salesforce is positioning itself as a dominant player in enterprise AI by leveraging proprietary data access and robust growth in its Data Cloud and Agentforce offerings, potentially elevating its stock valuation as these services gain traction.
Read the full thesis - Harris Oakmark Concentrated StrategyJune 2025
Salesforce is a leading technology company transforming into a profitable, shareholder-focused enterprise with strong competitive advantages despite a recent stock decline.
Read the full thesis - Mar Vista Global QualityMarch 2025
Salesforce is well-positioned to leverage its extensive customer data and strong interest in its generative AI chatbot, AgentForce, to drive growth and enhance customer outcomes.
Read the full thesis - MontakaDecember 2024
Salesforce is poised for significant revenue growth in 2025 due to pricing increases and the launch of its new AI platform, Agentforce, which enhances productivity and expands its addressable market.
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