From Yahoo Finance: 2025-04-15 08:37:00

Vulcan Value Partners’ first-quarter 2025 investor letter highlighted a return of volatility and cautious management teams post-election. Large Cap, Small Cap, Focus, Focus Plus, and All-Cap Composites all saw negative returns. Salesforce, Inc. (NYSE:CRM) was a top pick, with a one-month return of -8.68% and a market cap of $244.623 billion.

In the investor letter, Vulcan Value Partners discussed Salesforce, Inc. (NYSE:CRM) as a leading SaaS vendor for CRM and SFA software. While growth guidance was lower than expected, the company anticipates Agentforce’s contribution to revenue will increase throughout the year. Salesforce, Inc. (NYSE:CRM) closed thousands of Agentforce deals and expects significant revenue impact in the future.

Salesforce, Inc. (NYSE:CRM) ranked 16th in the 30 Most Popular Stocks Among Hedge Funds list. 162 hedge fund portfolios held the stock at the end of the fourth quarter. While Salesforce, Inc. (NYSE:CRM) shows promise, AI stocks are seen as offering higher returns in a shorter timeframe. Consider exploring AI stocks like NVIDIA for potential investment opportunities.

Read more: Salesforce (CRM) Slid in Q1 as Growth Guidance Fell Short of Expectations