Position in CRM
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$793,534
+$251,515 QoQ
Shares Held
4,251
+85.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 10.421077393554459.ToString("F0")%
Shared 0.ToString("F0")%
None 89.57892260644554.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Ridgewood Investments LLC holds $6,957,137 across 11 Software - Application names. CRM ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,566 | $1,124,164 | |
| 2 | OTEX |
Open Text Corp
|
46,791 | $1,040,631 | |
| 3 | INTU |
Intuit Inc.
|
2,022 | $874,272 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,251 | $793,534 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,169 | $643,877 | |
| 6 | PAYX |
Paychex Inc
|
6,812 | $627,521 | |
| 7 | ADBE |
Adobe Inc.
|
2,087 | $507,307 | |
| 8 | DHX |
Dhi Group, Inc.
|
143,498 | $403,229 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,534 | 4,251 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $542,019 | 2,287 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $412,852 | 1,514 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $336,791 | 1,255 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $341,016 | 1,020 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $279,184 | 1,020 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $360,197 | 1,401 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $316,540 | 1,051 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $291,822 | 1,109 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $263,411 | 1,299 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $274,426 | 1,299 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $259,514 | 1,299 | Shares | Sole | 2023-04-25 | |
| 2020-12-31 | $246,785 | 1,109 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $278,713 | 1,109 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||