Stocks Of The Month: CRM, MSFT

In January, I identified the all of the stocks that I wanted to buy more of during the upcoming year. I've been chipping away at this list ever since, but unfortunately there just aren't enough months in the year to buy them all (at least in significant quantities). So, I set up a battle-royale for this month's non-Microsoft choice between Adobe (ADBE), Autodesk (ADSK), Salesforce (CRM), and Intuitive Surgical (ISRG). CRM won out, due to superior cash flow and revenue numbers.

Meanwhile, I've bought more Microsoft (MSFT) this year than any other stock in any other year, ever. Their recently announced share buyback and dividend raise confirms my bullish thesis.

Salesforce (CRM)

• $128.0B market cap
• no dividend
• $14.7B revenue
• 22% revenue growth
• $3.9B operating cash flow
• $4.5B free cash flow

Microsoft (MSFT)

• $1.03T market cap
• 1.5% dividend yield
• $125.8B revenue
• 12% revenue growth
• $52.2B operating cash flow
• $30.9B free cash flow

Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.

Amazon (AMZN) 13.67%
NVIDIA (NVDA) 13.41%
Apple (AAPL) 13.19%
Microsoft (MSFT) 11.13%
Tesla (TSLA) 8.64%
Alphabet (GOOGL) 6.04%
Facebook (FB) 3.94%
Intuitive Surgical (ISRG) 3.65%
Adobe (ADBE) 2.56%
Nike (NKE) 2.37%
Visa (V) 2.32%
Salesforce (CRM) 2.26%
Comcast (CMCSA) 2.09%
Intel (INTC) 1.95%
Starbucks (SBUX) 1.93%
UnitedHealth Group (UNH) 1.83%
Waste Management (WM) 1.65%
Costco Wholesale (COST) 1.47%
American Water Works (AWK) 1.10%
Union Pacific (UNP) 0.87%
Autodesk (ADSK) 0.85%
Norfolk Southern (NSC) 0.83%
CSX (CSX) 0.80%
Advanced Micro Devices (AMD) 0.71%
Canadian National Railway (CNI) 0.36%
Kansas City Southern (KSU) 0.35%