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

Salesforce is printing money. That doesn't mean it's working for you.

Bridgewater just sold its Salesforce position. Financial analysts are debating whether that's a mistake, pointing to $72B in contracted backlog and $14B in free cash flow last fiscal year. The stock story looks strong on paper.

But here's what those numbers actually tell you as an ops leader: Salesforce has locked in enough paying customers to keep building the platform *for Salesforce*, not for you. That backlog is other companies stuck in multi-year contracts, paying for complexity they didn't ask for.

You've probably been one of them. Or you're in the middle of it right now — watching customization requests pile up in a consultant's queue, paying per-seat fees that climb every renewal, and waiting on a vendor roadmap that has nothing to do with how your team actually closes business.

The financial health of a CRM vendor is irrelevant to whether their software fits your workflow. A company generating $14B in free cash flow has every incentive to keep you dependent on their ecosystem, not to make your life simpler.

Healthy vendor balance sheets and painful daily workarounds are not mutually exclusive — and most ops leaders learn that the hard way.

#CRM #SalesOperations #MidMarket #BusinessOperations #Salesforce

Original Source

Salesforce (CRM) holds $72B in contracted revenue backlog, generated $14B in free cash flow in FY26, and shrunk its share count by 100M shares.