Here’s Montaka’s Internal Assessment on Salesforce (CRM)

Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The March quarter was dominated by Iran’s geopolitical conflict, which sharply revised stocks’ valuation multiples. In Q1, the portfolio holdings declined due to valuation changes, but the firm trusts in the stocks’ fundamentals. The letter emphasized three key themes for future investors: AI, Geopolitics, and Market valuations....