Bridgewater Just Sold Salesforce. Here Is Why That May Be Exactly the Wrong Move for Patient Investors

Bridgewater Associates walking away from Salesforce (NYSE:CRM | CRM Price Prediction) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM offers characteristics long-term holders look for, with a recurring revenue base, expanding free cash flow, and a disciplined capital return program that together function as a quiet workhorse for patient capital.