WD RUTHERFORD LLC

Position in CRM — Salesforce, Inc.

CIK 1841015 PORTLAND, OR

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$365,331

-$1,181,229 QoQ

Shares Held

2,332

-71.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,714

of 2,451 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WD RUTHERFORD LLC holds $7,533,553 across 4 Software - Application names. CRM ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	19,707	$5,015,431
2	SHOP	Shopify Inc.	11,141	$1,272,079
3	NOW	ServiceNow, Inc.	8,871	$880,712
4	CRM	Salesforce, Inc. This page	2,332	$365,331

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,331	2,332	-71.9%	Shares	Sole	2026-07-20
2026-03-31	$1,546,560	8,285	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$2,258,357	8,525	-36.6%	Shares	Sole	2026-02-06
2025-09-30	$3,187,176	13,448	-2.0%	Shares	Sole	2025-10-23
2025-06-30	$3,740,761	13,718	-2.2%	Shares	Sole	2025-07-17
2025-03-31	$3,763,212	14,023	+0.4%	Shares	Sole	2025-04-17
2024-12-31	$4,668,584	13,964	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$3,826,739	13,981	+2.0%	Shares	Sole	2024-10-25
2024-06-30	$3,523,041	13,703	-2.5%	Shares	Sole	2024-07-25
2024-03-31	$4,233,084	14,055	-4.4%	Shares	Sole	2024-04-16
2023-12-31	$3,867,631	14,698	-1.1%	Shares	Sole	2024-02-02
2023-09-30	$3,014,933	14,868	+54.5%	Shares	Sole	2023-10-24
2023-06-30	$2,033,166	9,624	+3.3%	Shares	Sole	2023-07-18
2023-03-31	$1,861,749	9,319	-34.5%	Shares	Sole	2023-04-11
2022-12-31	$1,886,623	14,229	-7.1%	Shares	Sole	2023-01-30
2022-09-30	$2,203,772	15,321	-1.6%	Shares	Sole	2022-11-03
2022-06-30	$2,569,837	15,571	-0.8%	Shares	Sole	2022-07-25
2022-03-31	$3,332,574	15,696	+1.5%	Shares	Sole	2022-05-10
2021-12-31	$3,931,136	15,469	-2.2%	Shares	Sole	2022-01-28
2021-09-30	$4,291,785	15,824	+2.5%	Shares	Sole	2021-11-01
2021-06-30	$3,769,330	15,431	+0.5%	Shares	Sole	2021-07-19
2021-03-31	$3,254,535	15,361	+0.9%	Shares	Sole	2021-05-07
2020-12-31	$3,387,129	15,221	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.