Madison Large Cap Fund Picks Salesforce (CRM) Despite Market Sell-Off - Yahoo Finance

Institutional money is buying Salesforce stock. That tells you something — just not what Salesforce wants you to think it does.

Madison Large Cap Fund picked up a position in Salesforce this quarter, calling it out alongside Meta as a long-term bet. Smart fund managers see a durable, growing business. And they're probably right — as a stock.

But here's what that headline doesn't say: being a great investment and being a great fit for your team are two completely different things.

You've likely already learned this the hard way. Salesforce's dominance means it gets chosen by default, customized by expensive consultants, and then tolerated by teams who work around it daily. The investors profit. Your ops team builds spreadsheets to fill the gaps.

When a fund buys CRM shares, they're betting on Salesforce's revenue growth — including the services revenue that comes from the army of implementation partners you pay to make the platform do what you need. Your consultant fees are literally part of the bull case.

The software that wins on Wall Street is not always the software that fits how your business actually runs.

#CRM #SalesOperations #MarketingOps #MidMarket #SalesforceAlternative

Original Source

(NYSE:CRM) in its Q1 2026 investor letter: "During the quarter, we initiated positions in Meta Platforms and Salesforce, Inc. (NYSE:CRM). Salesforce ...