Baker Avenue Asset Management LP Increases Stock Position in Salesforce Inc. $CRM

Institutional investors are buying more Salesforce stock. Your ops team is still copy-pasting data between tabs.

Baker Avenue Asset Management increased its Salesforce position by 14% last quarter. That's a bet on Salesforce's revenue — not on whether the platform actually fits how your business runs. Wall Street and your daily reality are two different conversations.

Here's what that gap means for you: the money flowing into Salesforce goes toward shareholder returns, acquisitions, and features built for the median enterprise customer. Not your specific pipeline stages. Not your renewal workflow. Not the way your team actually tracks accounts. You're paying for a platform optimized for someone else's business.

If you've already been through the Salesforce build-out, the consultant invoices, and the "we'll customize it in phase two" promises — you already know this. More institutional confidence in the stock doesn't make the platform bend to your process any faster.

Investors buying CRM stock and operators buying CRM software are making completely different bets, and only one of them has to live with the outcome every single day.

#CRM #SalesOperations #MidMarket #RevOps #SalesforceAlternative

Original Source

Baker Avenue Asset Management LP grew its position in Salesforce Inc. (NYSE:CRM - Free Report) by 14.1% in the 4th quarter, according to the ...