Here's Montaka's Internal Assessment on Salesforce (CRM) [Yahoo! Finance]
Salesforce, Inc. (CRM)
Last salesforce, inc. earnings: 2/25 04:06 pm
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US:NYSE Investor Relations:
investor.salesforce.com/about-us/investor/overview/default.aspx
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Source: Yahoo! Finance
A copy of the letter is available to download here . The March quarter was dominated by Iran's geopolitical conflict, which sharply revised stocks' valuation multiples. In Q1, the portfolio holdings declined due to valuation changes, but the firm trusts in the stocks' fundamentals. The letter emphasized three key themes for future investors: AI, Geopolitics, and Market valuations. While the market focuses on war, oil, inflation, and interest rates, the firm seeks opportunities in select businesses with strong advantages and large, growing markets. In this economic backdrop, the firm reaffirms its approach of patient investing in advantaged businesses amid large structural shifts at attractive prices. In addition, please check the Strategy's top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Montaka Global Investments highlighted stocks like Salesforce, Inc. (NYSE: CRM ). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Cu
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CRM
News
- Jim Cramer Discusses Key Opinion Split About Salesforce (CRM) [Yahoo! Finance]Yahoo! Finance
- Jitterbit Named Leader for 2026 Data Integration Data Quadrant Report by Info-Tech Research Group [Yahoo! Finance]Yahoo! Finance
- Salesforce Valuation Reset: AI Growth, Low Debt, And A Much Higher Fair Value Case [Seeking Alpha]Seeking Alpha
- Jim Cramer on Salesforce: “I Would Not Sell It at These Prices” [Yahoo! Finance]Yahoo! Finance
- AI Disruption Fears Pressured Salesforce (CRM) in Q1 [Yahoo! Finance]Yahoo! Finance
CRM
Earnings
- 2/25/26 - Beat
CRM
Sec Filings
- 4/23/26 - Form 4
- 4/23/26 - Form 4
- 4/23/26 - Form 4
- CRM's page on the SEC website