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Salesforce Doesn’t Make the Cut for the Newsletter Portfolios

publication date: Dec 24, 2022
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Image: How we rank our favorite ideas. We're huge fans of ideas in the simulated newsletter portfolios and Exclusive publication. We like these ideas better than others on our website. 

We’re not interested in adding Salesforce to any of the simulated newsletter portfolios at this time, and we’re reiterating our wide fair value estimate range for shares amid executive departures and a weakened software spending environment. Microsoft remains our favorite play on the software space at this time, a company that we include in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.


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