In response to dissatisfaction among activist investors regarding high-cost acquisitions, underathletics returns, and growing workforce concerns, Salesforce shifted its focus toward improving profit margins sooner than anticipated. Starboard Value, a key vocal investor, increased its holdings in Salesforce by 47% in the second quarter, expressing continued optimism about profitability improvements but recognizing additional room for advancement. Shareholder Vulcan Value Partners remains committed, recently expanding its investment, indicating confidence in Salesforce's growth potential.