Poehling Capital Management, INC.

Position in CRM — Salesforce, Inc.

CIK 1730815 Madison, WI

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,617,788

+$729,283 QoQ

Shares Held

42,243

+33.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#559

of 2,451 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Poehling Capital Management, INC. holds $11,682,720 across 4 Software - Application names. CRM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	42,243	$6,617,788
2	ADBE	Adobe Inc.	12,095	$2,479,716
3	INTU	Intuit Inc.	9,115	$2,379,015
4	YOU	Clear Secure, Inc.	3,700	$206,201

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,617,788	42,243	+33.9%	Shares	Sole	2026-07-20
2026-03-31	$5,888,505	31,545	+235.2%	Shares	Sole	2026-04-21
2025-12-31	$2,493,332	9,412	+415.4%	Shares	Sole	2026-02-06
2025-09-30	$432,762	1,826	-8.2%	Shares	Sole	2025-11-05
2025-06-30	$542,380	1,989	+3.9%	Shares	Sole	2025-08-11
2025-03-31	$513,641	1,914	0.0%	Shares	Sole	2025-05-02
2024-12-31	$639,907	1,914	-33.3%	Shares	Sole	2025-02-18
2024-09-30	$785,273	2,869	+7.0%	Shares	Sole	2024-11-13
2024-06-30	$689,285	2,681	+54.6%	Shares	Sole	2024-08-09
2022-03-31	$368,162	1,734	+65.1%	Shares	Sole	2022-05-16
2021-12-31	$266,836	1,050	-16.2%	Shares	Sole	2022-01-10
2021-09-30	$339,838	1,253	+7.7%	Shares	Sole	2021-11-12
2021-06-30	$284,086	1,163	+4.5%	Shares	Sole	2021-08-13
2021-03-31	$235,811	1,113	-15.2%	Shares	Sole	2021-05-11
2020-12-31	$292,181	1,313	+39.2%	Shares	Sole	2021-02-16
2020-09-30	$236,994	943	-42.8%	Shares	Sole	2020-11-10
2020-06-30	$308,719	1,648	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.