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
Q2 		$6.62M Buy
42,243
+10,698
+34% +$1.88M 1.42% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Poehling Capital Management's CRM Position: Q2 2026 in Review

Poehling Capital Management increased its Salesforce (CRM) stake by 34% in Q2 2026, buying an estimated $1.88M and bringing the position to 42,243 shares worth $6.62M. The position accounts for 1.42% of the portfolio, ranked #18.

Poehling Capital Management first reported a position in CRM in Q4 2017 and has held it in 20 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Poehling Capital Management held 42,243 shares of Salesforce worth $6.62M as of Q2 2026.
  • Poehling Capital Management bought 10,698 Salesforce shares in Q2 2026, an estimated $1.88M.
  • Salesforce made up 1.42% of Poehling Capital Management's portfolio in Q2 2026, its #18 holding.
  • Poehling Capital Management first reported a position in Salesforce in Q4 2017 and has held it in 20 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.