Poehling Capital Management INC. Has $5.89 Million Stock Position in Salesforce Inc. $CRM

Poehling Capital Management INC. boosted its stake in shares of Salesforce Inc. (NYSE:CRM) by 235.2% during the first quarter, Holdings Channel reports. The fund owned 31,545 shares of the CRM provider’s stock after acquiring an additional 22,133 shares during the period. Salesforce makes up approximately 1.2% of Poehling Capital Management INC.’s holdings, making the stock its 24th biggest holding. Poehling Capital Management INC.’s holdings in Salesforce were worth $5,889,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the fourth quarter valued at approximately $26,000. Key Capital Management INC bought a new position in Salesforce in the 4th quarter worth approximately $26,000. Gilpin Wealth Management LLC acquired a new position in Salesforce during the 4th quarter worth $26,000. Finally, Legacy Bridge LLC acquired a new position in Salesforce during the 4th quarter worth $27,000. 80.43% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CRM has been the subject of several research reports. Wedbush reissued an “outperform” rating and issued a $325.00 target price on shares of Salesforce in a research note on Thursday, May 28th. Barclays raised Salesforce from an “overweight” rating to an “overweight” rating in a research note on Thursday, June 18th. Canaccord Genuity Group reiterated a “buy” rating and issued a $225.00 price target on shares of Salesforce in a report on Tuesday, June 16th. BMO Capital Markets lowered their price objective on Salesforce from $225.00 to $215.00 and set an “outperform” rating for the company in a research report on Thursday, May 28th. Finally, Weiss Ratings cut Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $257.61.

Salesforce Price Performance

Shares of CRM stock opened at $158.23 on Friday. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $276.80. The firm has a market capitalization of $129.59 billion, a price-to-earnings ratio of 18.31, a price-to-earnings-growth ratio of 0.93 and a beta of 1.16. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The firm has a fifty day moving average of $175.56 and a 200-day moving average of $201.20.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The firm’s quarterly revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, equities research analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

Salesforce declared that its Board of Directors has authorized a share buyback plan on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board believes its stock is undervalued.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: TD Cowen reiterated a Buy rating and a $240 price target on Salesforce, citing AI momentum and growth tied to Agentforce, which reinforces the bullish long-term case for the stock. TD Cowen Reaffirms Buy Rating on Salesforce (CRM) as AI Momentum and Agentforce Drive Growth
• Positive Sentiment: Coverage of Salesforce’s Agentforce and broader AI strategy suggests the company is still seen as a serious player in enterprise AI, which may help offset fears that legacy software growth is slowing. Salesforce Agentforce: A Comprehensive Enterprise Cheat Sheet and Review
• Neutral Sentiment: Several commentary pieces argue Salesforce has been overly sold off and may be undervalued after its post-earnings decline, but these are more valuation arguments than fresh catalysts. Salesforce: Taking Advantage Of The Market’s Misunderstanding Of Enterprise Software
• Neutral Sentiment: Salesforce’s acquisition of m3ter to expand dynamic pricing tools adds to its AI CRM platform, but the immediate stock impact looks limited so far. Salesforce expands AI CRM with acquisition of m3ter for dynamic pricing
• Negative Sentiment: One article notes Salesforce is still down sharply since its last earnings report, reminding investors that sentiment remains fragile despite the recent rebound. Salesforce (CRM) Down 14.8% Since Last Earnings Report: Can It Rebound?
• Negative Sentiment: Another report says Salesforce is trying to defend its AI position with new tools for RIAs, but experts are raising concerns about cost, implementation, and benefits, which could limit enthusiasm. Salesforce tries to catch up on AI — and halt precipitous stock slide — with launch of ‘Agentic Advisor’ for RIAs

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.