ClearBridge Large Cap Growth Strategy Exited Salesforce (CRM) Due to Slowing Growth
ClearBridge Large Cap Growth Strategy exited its position in Salesforce (CRM) during the first quarter of 2026. This decision was driven by concerns over slowing growth in Salesforce's core business segments since 2022 and rising competitive pressures. The strategy repositioned its portfolio, increasing exposure to semiconductors and biopharmaceuticals, and favoring AI stocks with higher return potential.
https://www.insidermonkey.com/blog/clearbridge-large-cap-growth-strategy-exited-salesforce-inc-crm-due-to-slowing-growth-1734858/