What Makes Salesforce (CRM) an Attractive Investment Option?

2 days ago 2

Soumya Eswaran

Thu, January 15, 2026 astatine 8:01 AM CST 3 min read

L1 Capital, an concern absorption firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy focuses connected investing successful high-quality companies with favorable cashflow-based valuations. The missive highlighted the existent concern environment, the Fund’s positioning, portfolio adjustments, and the quarterly (December) and yearly (2025) review. The steadfast considers valuation investigation indispensable for imaginable AI-focused investments; simply having condemnation successful AI isn't capable to guarantee a palmy concern outcome. In general, 2025 was a beardown twelvemonth for each banal markets globally. The money returned 2.2%, nett of fees, compared to 2.5% for the benchmark (MSCI World Net Total Return Index successful AUD). For the year, the money returned 9.8% (net of fees) compared to 12.4% for the Index. In addition, you tin cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, L1 Capital International Fund highlighted stocks specified arsenic Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) offers Customer Relationship Management (CRM) exertion that brings companies and customers together. The one-month instrumentality for Salesforce, Inc. (NYSE:CRM) was -7.09%, and its shares mislaid 25.13% of their worth implicit the past 52 weeks. On January 14, 2026, Salesforce, Inc. (NYSE:CRM) banal closed astatine $239.57 per share, with a marketplace capitalization of $228.071 billion.

L1 Capital International Fund stated the pursuing regarding Salesforce, Inc. (NYSE:CRM) successful its 4th fourth 2025 capitalist letter:

"During the December 2025 quarter, we initiated a presumption successful Salesforce, Inc. (NYSE:CRM). Salesforce is the planetary person successful lawsuit narration absorption bundle and implicit the past 25 years has built a highly profitable, high-quality concern exemplifying the barriers to contention conscionable outlined. However, a operation of AI-related concerns and earthy maturation moderation arsenic the concern has scaled saw Salesforce’s stock terms autumn much than 35% from its late-2024 peak, leaving it trading astatine levels past seen 5 years ago. We expect Salesforce to present precocious azygous digit gross maturation implicit the mean term, and net per stock maturation successful the teens. We invested astatine the little extremity of our assessed just worth scope and presumption Salesforce arsenic offering an charismatic risk-adjusted instrumentality accidental and would look to further summation the presumption connected further stock terms weakness."

Why Dividend Investors Should Watch Salesforce’s (CRM) Innovation Edge

Salesforce, Inc. (NYSE:CRM) is successful the 16th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 119 hedge money portfolios held Salesforce, Inc. (NYSE:CRM) astatine the extremity of the 3rd quarter, compared to 121 successful the erstwhile quarter. In the 3rd 4th of 2026, Salesforce, Inc. (NYSE:CRM) reported revenue of $10.26 billion, reflecting an summation of 9% twelvemonth implicit twelvemonth and 8% successful changeless currency. While we admit the imaginable of Salesforce, Inc. (NYSE:CRM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.