Top 10 Stocks to Buy According to XN Exponent Advisors LLC

7. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holders as of Q4: 162

XN Exponent Advisors LLC’s Equity Stake: $149.91 Million 

Salesforce, Inc. (NYSE:CRM), a leading cloud-based software company, has faced challenges in 2025 despite its long history of strong performance. The company recently introduced Agentforce 2dx, an advanced AI-driven solution designed to streamline customer and employee workflows by enabling proactive AI agents to operate behind the scenes. This innovation is expected to enhance efficiency and scalability for organizations.

Investor interest in Salesforce remains high, with hedge fund participation increasing from 116 firms in Q3 2024 to 162 in Q4, signaling confidence in the company’s future. Despite missing revenue expectations in its most recent earnings report, Salesforce, Inc. (NYSE:CRM) still demonstrated financial resilience. The company reported earnings per share of $2.78, surpassing estimates of $2.61, while revenue reached $9.99 billion, just shy of the projected $10.04 billion. Year-over-year, revenue grew 7.6%, and net income rose to $1.71 billion from $1.45 billion, reflecting continued financial strength despite market skepticism.

A major highlight of the quarter was the expansion of Salesforce’s AI offerings, with Agentforce seamlessly integrating with Slack to assist employees. Since October, the AI tool has been involved in 380,000 customer service interactions, requiring human intervention in only 2% of cases. CEO Marc Benioff emphasized Salesforce’s ability to scale AI capabilities, distinguishing it from competitors and reinforcing its position as a key player in enterprise AI adoption.

Looking ahead, Salesforce, Inc. (NYSE:CRM) expects adjusted earnings per share of $11.09 to $11.17 for fiscal 2026, with revenue projected between $40.5 billion and $40.9 billion, reflecting 7.4% growth. These figures, however, remain below analyst estimates of $11.18 in earnings per share and $41.35 billion in revenue, raising concerns about the company’s ability to sustain its growth momentum. While Salesforce, Inc. (NYSE:CRM) continues to invest in AI and cloud services, having strong institutional backing and a commitment to innovation, the company remains well-positioned for long-term success in the evolving technology landscape.

Parnassus Growth Equity Fund stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q4 2024 investor letter:

“Salesforce, Inc. (NYSE:CRM) reported third-quarter results that exceeded analysts’ expectations, as the integration of AI technology across the customer relationship management software company’s product offerings has driven robust growth in new deals.”