In its second-quarter 2026 investor letter, Antipodes Global Value Strategy highlighted Salesforce, Inc. (NYSE:CRM).
Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together
On August 05, 2026, Salesforce, Inc. (NYSE:CRM) closed at $192.98 per share. The one-month return of Salesforce, Inc. (NYSE:CRM) was 18.76% and its shares lost 19.89% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $158.05 billion.
Antipodes Global Value Strategy stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor letter: “Salesforce, Inc. (NYSE:CRM) underperformed, with sentiment concerned by the pace of revenue acceleration and returns from ongoing AI investments. Whilst demand for Agentforce and Data Cloud remained constructive, enterprise software spending trends remain mixed, leading to concerns around earnings expectations. More broadly incumbent software (SaaS) and infrastructure platforms continued to face pressure over the period, with investors favoring hardware.