Montaka Global Investments cites Salesforce’s cloud dominance and $133.5 billion market cap amid a 41.9% annual decline.
Salesforce (CRM) closed at $163.00 on July 22, 2026, posting a 3.52% one-month gain but remaining down 41.92% over the past year. The company’s market capitalization stands at $133.5 billion, reflecting investor caution amid broader tech sector volatility labeled the ‘SaaSpocalypse.’
Montaka Global Investments highlighted Salesforce’s competitive position in cloud-based CRM, noting its long-term earnings potential despite short-term market pressures. The firm’s strategy targets high-conviction businesses in large markets, anticipating mispricing corrections over time.
While Montaka’s 12-month performance suffered from March quarter declines, it reported positive returns in Q2 2026, signaling renewed confidence in select tech holdings.