PCM
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Poehling Capital Management’s Salesforce CRM Stock Holding History

Poehling Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.89M Buy
31,545
+22,133
+235% +$4.59M 1.24% 24
2025
Q4 		$2.49M Buy
9,412
+7,586
+415% +$1.89M 0.51% 54
2025
Q3 		$433K Sell
1,826
-163
-8% -$41.1K 0.09% 104
2025
Q2 		$542K Buy
1,989
+75
+4% +$20.1K 0.13% 91
2025
Q1 		$514K Hold
1,914
– – 0.13% 94
2024
Q4 		$640K Sell
1,914
-955
-33% -$305K 0.16% 89
2024
Q3 		$785K Buy
2,869
+188
+7% +$48.2K 0.2% 80
2024
Q2 		$689K Buy
+2,681
New +$717K 0.19% 83
2022
Q2 		– Sell
-1,734
Closed -$368K – 131
2022
Q1 		$368K Buy
1,734
+684
+65% +$147K 0.11% 107
2021
Q4 		$267K Sell
1,050
-203
-16% -$57K 0.09% 119
2021
Q3 		$340K Buy
1,253
+90
+8% +$22.9K 0.11% 102
2021
Q2 		$284K Buy
1,163
+50
+4% +$11.5K 0.09% 126
2021
Q1 		$236K Sell
1,113
-200
-15% -$44.5K 0.08% 135
2020
Q4 		$292K Buy
1,313
+370
+39% +$90K 0.12% 104
2020
Q3 		$237K Sell
943
-705
-43% -$154K 0.12% 102
2020
Q2 		$309K Buy
+1,648
New +$278K 0.17% 86
2018
Q3 		– Sell
-700
Closed -$95K – 142
2018
Q2 		$95K Hold
700
– – 0.08% 121
2018
Q1 		$81K Buy
700
+200
+40% +$23K 0.07% 122
2017
Q4 		$51K Buy
+500
New +$51K 0.04% 144

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Poehling Capital Management's CRM Position: Q1 2026 in Review

Poehling Capital Management increased its Salesforce (CRM) stake by 235% in Q1 2026, buying an estimated $4.59M and bringing the position to 31,545 shares worth $5.89M. The position accounts for 1.24% of the portfolio, ranked #24.

Poehling Capital Management first reported a position in CRM in Q4 2017 and has held it in 19 quarters since. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Poehling Capital Management held 31,545 shares of Salesforce worth $5.89M as of Q1 2026.
  • Poehling Capital Management bought 22,133 Salesforce shares in Q1 2026, an estimated $4.59M.
  • Salesforce made up 1.24% of Poehling Capital Management's portfolio in Q1 2026, its #24 holding.
  • Poehling Capital Management first reported a position in Salesforce in Q4 2017 and has held it in 19 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.