Salesforce (CRM) Gained on Several Fronts

Group 1: Investment Performance - Vulcan Value Partners reported positive results across all strategies in Q4 2025, with the Large Cap Composite returning -1.5% in Q4 and 7.9% YTD, and the Small Cap Composite gaining 3.2% in Q4 and 9.5% YTD [1] - The Focus Composite and Focus Plus Composite both returned 0.1% in Q4, with YTD returns of 7.1% and 6.2% respectively, while the All-Cap Composite returned 1.3% in Q4 and 10.7% YTD [1] - The firm improved its price-to-value ratios despite overvalued markets, focusing on safety and long-term gains over short-term performance [1] Group 2: Salesforce, Inc. Overview - Salesforce, Inc. is recognized as the world's leading SaaS vendor for customer relationship management (CRM) and salesforce automation (SFA) software, including AI agents [3] - The company has a strong product portfolio that includes marketing automation, customer service automation, analytics, application integration, and enterprise collaboration [3] - Salesforce aims for over 10% organic top-line growth and significant margin expansion through FY2030, supported by successful data points related to Agentforce, including triple-digit revenue growth [3] Group 3: Salesforce, Inc. Stock Performance - Salesforce, Inc. experienced a one-month return of -13.73% and a 52-week loss of 36.27% [2] - As of January 26, 2026, Salesforce's stock closed at $229.40 per share, with a market capitalization of $218.389 billion [2]