ISTHMUS PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 1639666 MADISON, WI

Position in CRM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$239,497

-$100,382 QoQ

Shares Held

1,283

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

ISTHMUS PARTNERS, LLC holds $15,631,503 across 4 Software - Application names. CRM ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	125,487	$11,559,862
2	DFIN	Donnelley Financial Solutions, Inc.	72,901	$3,436,553
3	ADP	Automatic Data Processing Inc	1,947	$395,591
4	CRM	Salesforce, Inc. This page	1,283	$239,497

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$239,497	1,283	0.0%	Shares	Sole	2026-04-30
2025-12-31	$339,879	1,283	0.0%	Shares	Sole	2026-02-05
2025-09-30	$304,071	1,283	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.