Richardson Capital Management LLC
Position in CRM — Salesforce, Inc.
CIK 1621646
MENOMONEE FALLS, WI
Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,796
-$11,004 QoQ
Shares Held
37
-58.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,369
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Richardson Capital Management LLC holds $103,814 across 3 Software - Application names. CRM ranks #3 (5.6% of the industry book) .
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,796 | 37 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16,800 | 90 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,920 | 45 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,769 | 37 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,089 | 37 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $46,157 | 172 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $56,836 | 170 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $46,530 | 170 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $92,556 | 360 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $108,424 | 360 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,736 | 37 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||