I sold $CRM. This is a part of my ongoing process of eliminating too much overlap within my portfolio. I realized that for just about every key Salesforce product category, Microsoft has competitive products, in total offering me similar growth rates, but under 1 roof.

This is mostly related to Dynamics 365, Power, and Teams lineups.

That is not to say Salesforce is a bad company, however, consolidating into $MSFT given that my conviction in $MSFT > $CRM from that optics makes sense to me.