Ridgewood Investments LLC

Position in CRM — Salesforce, Inc.

CIK 1703556 SPRINGFIELD, NJ

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,058,708

+$265,174 QoQ

Shares Held

6,758

+59.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,198

of 2,451 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Technology · as of Jun 30, 2026

Ridgewood Investments LLC holds $8,321,671 across 11 Software - Application names. CRM ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTEX	Open Text Corp	66,302	$1,468,589
2	PAYX	Paychex Inc	12,379	$1,217,227
3	CRM	Salesforce, Inc. This page	6,758	$1,058,708
4	SAP	Sap SE	6,616	$1,019,591
5	ADP	Automatic Data Processing Inc	4,371	$978,885
6	INTU	Intuit Inc.	2,820	$736,020
7	DHX	Dhi Group, Inc.	143,498	$532,377
8	SHOP	Shopify Inc.	3,426	$391,180

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,058,708	6,758	+59.0%	Shares	Sole	2026-08-03
2026-03-31	$793,534	4,251	+85.9%	Shares	Sole	2026-04-03
2025-09-30	$542,019	2,287	+51.1%	Shares	Sole	2025-10-30
2025-06-30	$412,852	1,514	+20.6%	Shares	Sole	2025-07-14
2025-03-31	$336,791	1,255	+23.0%	Shares	Sole	2025-05-07
2024-12-31	$341,016	1,020	0.0%	Shares	Sole	2025-01-10
2024-09-30	$279,184	1,020	-27.2%	Shares	Sole	2024-10-04
2024-06-30	$360,197	1,401	+33.3%	Shares	Sole	2024-07-29
2024-03-31	$316,540	1,051	-5.2%	Shares	Sole	2024-04-10
2023-12-31	$291,822	1,109	-14.6%	Shares	Sole	2024-01-11
2023-09-30	$263,411	1,299	0.0%	Shares	Sole	2023-10-20
2023-06-30	$274,426	1,299	0.0%	Shares	Sole	2023-08-07
2023-03-31	$259,514	1,299	+17.1%	Shares	Sole	2023-04-25
2020-12-31	$246,785	1,109	0.0%	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.