Salesforce Earnings Preview: Can't Continue Kicking The Can Down The Road

Group 1 - Salesforce is set to report its March quarter results on May 28th, following a disappointing Q4 performance where it did not meet high investor expectations for its Agentforce initiative [1] - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [1] - The investment strategy involves managing a concentrated portfolio to avoid losses while maximizing exposure to high-potential companies, often rating great companies as 'Hold' due to insufficient growth opportunities or high downside risks [1]