Wasatch Micro Cap Fund Q2 2026 Contributors And Detractors

Impact · against what's priced in

TriSalus faces a significant negative catalyst due to revenue misses and regulatory delays. Salesforce is minimally affected, as the news pertains to a customer's internal struggles resulting from a CRM reorganization rather than a fundamental shift in Salesforce's business.

CRM−0.10

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In context

The mention of a reorganization causing revenue issues for a small customer is not a material driver for Salesforce's valuation.

Read from the article alone

• earnings▲4%
• guidance
• ipo
• revenue growth
• semiconductors
• CRM
• fda review
• medical devices

Top 1 mover · tap to explore