We recently made a list of Morgan Stanley’s Best Overweight & Quality Stocks: Top 25 Stocks. In this piece, we will look at where Salesforce, Inc. (NYSE:CRM) ranks on the list of the top overweight and quality stocks. The close of September has cemented the paradigm shift on Wall Street. With the Federal Reserve’s first […]
While CRM's slowing growth rates are a concern, its business leadership, acquisitions and push into generative AI provide strong growth potential for the future.
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund returned 9.96% gross of fees and 9.72% net of fees compared to S&P Global 1200 Information Technology Index’s 12.35% return. Corporate […]