Warren Buffett has compounded money at 20% over the past 60 years. $CRM prints similarly.

Just 8% penetrated on a $250 Billion TAM (from Sept Analyst Day) excluding any TAM expansion from M&A (+ Balance Sheet and Non-Operating Income gains from their corporate investing arm which got into $SNOW $DOCU $ZM $TWLO all pre-IPO), Salesforce serves as a reliable mid-single-digit hold as a long term compounder:
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Miquel's avatar
$CRM is gold. It brings stability to any PF, growth or not.

I remember a trip to the US in 2012…I went to all the tech HQs to take a picture, including Salesforce…I was happy…but, what if I had bought just a little Apple, Salesforce, Facebook and Google at that time??…and now I’m sad 😂
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