Salesforce (CRM): AI Integration Enhances Core Enterprise Software Platform Value

Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”. The objective of the fund is to deliver capital appreciation by investing in a diverse set of large-cap US companies. The letter can be downloaded here. The Fund (Investor Class) outperformed the S&P 500 Index for the quarter, driven by strong gains in Information Technology and Health Care, which offset headwinds in Industrials and Materials. The fund returned 3.45% vs. 2.30% for the...