Here’s Why This Fund Sold Salesforce (CRM) in Q2
July 20, 2026 · High impact · Updated Jul 21, 2026
L1 Capital International Fund sold Salesforce (CRM) in Q2 2026, as detailed in their investor letter. The fund's letter describes the current investment environment as a 'two-speed' but resilient global economy with an uncertain future, and it also discusses the potential for an AI bubble.
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