Artisan Partners released its third-quarter 2025 investor letter, reporting returns of 0.83%, 0.91%, and 0.90% for its Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX, respectively. The fund outperformed the Russell 1000 Value Index, buoyed by a strong equity market rally and positive economic prospects. Top holdings include Salesforce, Inc. (NYSE:CRM), which saw a one-month return of 14.28%.

Salesforce, Inc. (NYSE:CRM) closed at $266.08 per share on December 26, 2025, with a market cap of $253.308 billion. In the third quarter, Artisan Value Fund made three new purchases, including Salesforce, Inc. (NYSE:CRM), noting that AI disruption fears for companies like Salesforce are overblown. Both Accenture and Salesforce meet the fund’s margin of safety criteria with strong cash flow and balance sheets.

Salesforce, Inc. (NYSE:CRM) reported revenue of $10.26 billion in the third quarter of 2026, with 119 hedge fund portfolios holding the stock. While Salesforce has potential, some AI stocks may offer greater upside potential with less downside risk. For those seeking an undervalued AI stock, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Here’s What Drove the Artisan Value Fund to Pick Salesforce (CRM)