Thames Capital Management LLC Sells 4,940 Shares of Salesforce Inc. $CRM - MarketBeat

Institutional investors trimming their Salesforce positions won't make headlines in your ops standup. But it's worth a second look at what it signals.

Thames Capital Management quietly cut its Salesforce stake by 15% in Q4. One firm's portfolio decision, sure. But when money managers start reducing exposure to the dominant CRM player, it's a reminder that even the biggest names in this space aren't untouchable — and the assumptions baked into your tech stack deserve the same scrutiny.

If you've built your operations around Salesforce (or any platform-sized CRM), you already know the trade-off: enormous capability on paper, enormous overhead in practice. Every workflow tweak goes through a consultant queue. Every "simple" change comes with a five-figure invoice and a six-week timeline. You didn't sign up to manage a CRM program. You signed up to run a business.

The instinct to stay put because switching feels worse is understandable — you've been burned before. But staying on a platform because you're afraid to leave isn't the same as staying because it's working.

Sunk cost isn't a strategy.

#CRM #SalesOperations #MarketingOps #MidMarket #SalesforceAlternative

Original Source

Thames Capital Management LLC cut its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 15.1% during the 4th quarter, according to ...