Opportunities in Technology for Investors!

Columbia Threadneedle Investments' Favorite

Columbia Threadneedle Investments has published its investment letter for the third quarter of 2025 regarding the Columbia Global Technology Growth Fund. During this period, markets experienced an upward trend due to strong earnings growth, continued excitement about artificial intelligence (AI), and a reduction in trade tensions. The overall market component provided a return of 12.06% during the quarter, while the S&P Global 1200 Information Technology Index showed a return of 12.82%.

The relative performance of the fund in this quarter was shaped by successful stock selections. You can see the top 5 investments of the fund for 2025.

Salesforce's Performance

The investment letter for the third quarter of 2025 highlighted stocks such as Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. provides Customer Relationship Management (CRM) technology that enhances interactions between companies and customers. A one-month return was recorded at 5.95%, while the stock has lost 12.62% in value over the last 52 weeks. On October 31, 2025, Salesforce, Inc. closed at $260.41 per share, with a market capitalization of $247.91 billion.

The investment letter stated the following about Salesforce, Inc.: "The cloud and customer relationship management leader, Salesforce, Inc., lagged in the quarter. The market reacted negatively to the company's forecasts, particularly in light of expectations for the adoption of generative artificial intelligence. The company has developed a comprehensive AI system called Agentforce, which is in high demand across various sectors, and a custom AI platform based on Agentforce for the healthcare and pharmaceutical sectors."

Salesforce, Inc. ranks 16th on the list of the 30 most popular stocks among hedge funds. At the end of the second quarter, 121 hedge fund portfolios held shares of Salesforce, Inc. (NYSE:CRM); this number was 140 in the previous quarter. In the second quarter of 2026, Salesforce, Inc. reported revenues of $10.25 billion with an annual increase of 10%, and 9% in constant currency.

When evaluating investment opportunities, we believe that Salesforce, Inc. has high potential, but some AI stocks offer greater earnings potential and less risk. If you are looking for extremely undervalued AI stocks that will significantly benefit from the tariffs of the Trump era and trends of reshoring, you can review our free report on the best short-term AI stocks.