NEW YORK – Starboard Value LP, an investment firm known for its involvement in publicly traded companies, recently announced its strategy to increase shareholder value at the 2024 Active Passive Investor Summit. Jeffrey Smith, the company’s CEO and chief investment officer, highlighted the potential value creation opportunities at Kenvue Inc. (NYSE: NYSE:), Pfizer Inc. (NYSE: NYSE:), and Salesforce Inc. (NYSE: CRM).
Starboard Value operates on a fundamental investment approach, focusing on undervalued companies and working closely with management teams and boards to improve performance and unlock shareholder value. Details of each company’s presentation at the summit can be found on their website.
During the summit, Mr. Smith discussed specific aspects of each company that Starboard believes can be optimized to improve market value and performance. Although the exact details of the strategy are not disclosed in the press release, such presentations typically include recommendations for operational improvements, financial restructuring, or strategic transformation.
The investment adviser has a history of engaging with the companies it invests in, often taking on activist roles advocating for changes it believes will increase shareholder returns. This approach has made Starboard stand out as an important player in the activist investing space.
The presentations at the summit reflect Starboard’s continued commitment to proactive investing and the belief that significant returns can be achieved through targeted interventions in company operations and strategy.
Starboard’s involvement with companies like Kenview, Pfizer and Salesforce shows a continuing trend of activist investors trying to influence the direction of major companies. As the company identifies opportunities to unlock value, the entire market will be watching to see how these strategies play out and what impact they will have on the company and its shareholders.
The information presented is based on Starboard Value LP’s press release statement.
In other recent news, Salesforce.com Inc (NYSE:) reported strong second-quarter earnings of $2.56 per share, 8% revenue increase, and 9% increase in subscription and support revenue. I reported it. The company also acquired Zoomin and Own Company for $1.9 billion in cash. Analyst firms Piper Sandler and Wolf Research maintained their ratings of “overweight” and “outperform,” respectively, highlighting Salesforce’s potential for profit growth and free cash flow growth. However, Erste Group and TD Cowen downgraded the stock to hold due to expectations of slower growth. Salesforce also launched Agentforce, an AI-driven autonomous bot suite, and reported a 130% year-over-year increase in its paying customer base. The company has entered into a partnership with IBM (NYSE:) to integrate advanced AI capabilities into its platform. These are recent developments that highlight Salesforce’s continued efforts to remain at the forefront of the customer relationship management industry.
Investment Pro Insights
InvestingPro’s data, which focuses on Salesforce (NYSE: CRM), one of the companies featured in Starboard Value’s presentation, provides additional context to the investment thesis. Salesforce has a market capitalization of $276.33 billion, confirming its significant presence in the software industry.
InvestingPro Tip notes that Salesforce has “extraordinary gross margins.” This is supported by data showing trailing 12-month gross profit margin as of Q2 2025 at 76.35%. This high profit margin suggests strong pricing power and efficient cost control. This could support Starboard’s view of value creation opportunities.
Another related InvestingPro tip shows that Salesforce “trades at a low P/E ratio relative to its near-term earnings growth.” The trailing-twelve-month PEG ratio as of Q2 2025 is 0.19, and this metric supports the idea that the stock may be undervalued relative to its growth prospects, indicating it is undervalued. Consistent with Starboard’s focus on companies.
As of Q2 2025, Salesforce’s revenue growth rate over the past 12 months was 10.26%, demonstrating the company’s continued expansion, which is a focus of Starboard’s strategy to increase shareholder value. There is a possibility that it will happen.
For investors interested in deeper analysis, InvestingPro offers 13 additional tips about Salesforce, providing a comprehensive view of the company’s financial health and market position.
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