Billionaire Mason Morfit’s 10 Stock Picks with Highest Upside Potential

3. Salesforce, Inc. (NYSE:CRM)

Potential Upside: 27.40%

Number of Hedge Fund Holders: 162

Salesforce, Inc. (NYSE:CRM) is a top pick in Mason Morfit’s portfolio, making up 22% of his holdings at about $969 million. The company proves its leadership in customer relationship management (CRM) through steady innovation and strong finances, well-positioned among Morfit’s high-conviction investments.

Last quarter, Salesforce, Inc. (NYSE:CRM) posted revenue of $10 billion for the first time, marking an 8% year-over-year increase. Its 2025 fiscal year brought in $37.9 billion (9% growth), while operating cash flow jumped 28% yearly to $13.1 billion. Meanwhile, the company’s 33% non-GAAP operating margin shows it is balancing growth and profit well.

Agentforce, the company’s AI platform, is booming with over 3,000 paying customers just three months after launch. Combined with Data Cloud, which now generates $900 million annually, Salesforce, Inc. (NYSE:CRM) is becoming a digital labor solutions powerhouse. It expects $14.5 billion in operating cash flow next fiscal year, showing confidence in its momentum.

Moreover, Salesforce, Inc. (NYSE:CRM) is gaining ground internationally with multi-cloud deals. Agentforce and Data Cloud were part of all its top 10 Q4 wins, in addition to its partnerships with AWS, Google Cloud, and others, which make its ecosystem even stronger.

With solid fundamentals, scalable AI products, and record cash flow, Salesforce, Inc. (NYSE:CRM) fits well with long-term investing goals. Its substantial position in Mason Morfit’s stock portfolio suggests he strongly believes in its growth potential, especially as enterprise AI adoption speeds up.