RB Capital Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1695582 RENO, NV

Position in CRM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,713,703

-$2,047,510 QoQ

Shares Held

10,939

-45.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,003

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Technology · as of Jun 30, 2026

RB Capital Management, LLC holds $6,881,791 across 5 Software - Application names. CRM ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc.	28,907	$2,494,963
2	UBER	Uber Technologies, Inc	28,796	$2,077,919
3	CRM	Salesforce, Inc. This page	10,939	$1,713,703
4	NOW	ServiceNow, Inc.	3,544	$351,848
5	ADBE	Adobe Inc.	1,187	$243,358

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,713,703	10,939	-45.7%	Shares	Sole	2026-08-18
2026-03-31	$3,761,213	20,149	-3.2%	Shares	Sole	2026-05-15
2025-12-31	$5,514,896	20,818	-2.3%	Shares	Sole	2026-02-03
2025-09-30	$5,048,811	21,303	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$5,803,388	21,282	+1.2%	Shares	Sole	2025-07-07
2025-03-31	$5,644,147	21,032	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$7,091,139	21,210	-0.2%	Shares	Sole	2025-02-18
2024-09-30	$5,814,147	21,242	+0.1%	Shares	Sole	2024-11-18
2024-06-30	$5,456,947	21,225	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$6,396,159	21,237	+1.0%	Shares	Sole	2024-05-13
2023-12-31	$5,535,413	21,036	-0.3%	Shares	Sole	2024-02-06
2023-09-30	$4,279,671	21,105	+0.2%	Shares	Sole	2023-11-16
2023-06-30	$4,448,924	21,059	-1.4%	Shares	Sole	2023-12-11
2023-03-31	$4,264,903	21,348	-2.5%	Shares	Sole	2023-05-10
2022-12-31	$2,903,455	21,898	-4.5%	Shares	Sole	2023-01-19
2022-09-30	$3,297,963	22,928	+1.9%	Shares	Sole	2022-10-24
2022-06-30	$3,714,885	22,509	+1.7%	Shares	Sole	2022-07-14
2022-03-31	$4,700,977	22,141	+0.3%	Shares	Sole	2022-05-10
2021-12-31	$5,611,952	22,083	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$5,958,703	21,970	+1.1%	Shares	Sole	2021-11-12
2021-06-30	$5,307,742	21,729	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$4,539,102	21,424	+1.4%	Shares	Sole	2021-05-11
2020-12-31	$4,700,501	21,123	+0.6%	Shares	Sole	2021-02-04
2020-09-30	$5,276,463	20,995	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$3,928,497	20,971	+1.8%	Shares	Sole	2020-07-31
2020-03-31	$2,965,124	20,594	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.