June 13, 2026 Current NAV: 0.88 - moomoo Community

The market still bets big on Salesforce. One portfolio snapshot making the rounds shows CRM stock sitting at 28% of holdings — a significant conviction position for any fund manager.

That's a bet on the platform's enterprise dominance, not a vote on whether it actually works for your business.

Here's the disconnect: institutional investors love Salesforce because its switching costs are brutal. The harder it is to leave, the stickier the revenue. But "sticky" for Wall Street means "trapped" for you — the ops leader spending hours on workarounds, paying consultants to change a field label, and explaining to your CEO why the pipeline report still doesn't match reality.

The same rigidity that makes Salesforce a safe stock pick is exactly what makes it a daily frustration to run. Those aren't opposing views — they're the same feature described from two different seats.

If you've already tried customizing your way out of this with consultants and come out the other side with less budget and the same problems, you already know what that 45% cash position in that portfolio represents: hesitation. Waiting for something better before committing.

That hesitation is worth listening to.

#CRM #SalesOperations #MidMarket #RevOps #OperationsLeadership

Original Source

June 13, 2026 Current NAV: 0.88 Salesforce (CRM) position: 28.08% Adobe (ADBE): 22.68% Booking Holdings (BKNG): 3.42% Cash position: 45.82% ...