A little less than two weeks ago, David Tepper's Appaloosa hedge fund disclosed that it had taken on a new position (200K shares) in Salesforce . Salesforce and Microsoft are the only two software stocks, or "cloud kings" that I have held some kind of perpetual long position in as the market has done what it has done. Salesforce, by the way, reports late today, after the closing bell. Read More...
A little less than two weeks ago, David Tepper’s Appaloosa hedge fund disclosed that it had taken on a new position (200K shares) in Salesforce . Salesforce and Microsoft are the only two software stocks, or “cloud kings” that I have held some kind of perpetual long position in as the market has done what it has done. Salesforce, by the way, reports late today, after the closing bell.
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