RNC CAPITAL MANAGEMENT LLC

Position in CRM — Salesforce, Inc.

CIK 51762 LOS ANGELES, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,780,127

+$2,574,817 QoQ

Shares Held

36,896

+114.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#599

of 2,451 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

RNC CAPITAL MANAGEMENT LLC holds $8,927,306 across 4 Software - Application names. CRM ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	36,896	$5,780,127
2	UBER	Uber Technologies, Inc	25,415	$1,833,946
3	ADBE	Adobe Inc.	4,885	$1,001,522
4	SHOP	Shopify Inc.	2,730	$311,711

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,780,127	36,896	+114.9%	Shares	Sole	2026-08-07
2026-03-31	$3,205,310	17,171	+55.1%	Shares	Sole	2026-08-06
2025-12-31	$2,933,613	11,074	-42.0%	Shares	Sole	2026-02-03
2025-09-30	$4,524,567	19,091	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$5,244,646	19,233	+22.9%	Shares	Sole	2025-07-30
2025-03-31	$4,199,565	15,649	+2225.3%	Shares	Sole	2025-05-16
2024-12-31	$225,004	673	-52.9%	Shares	Sole	2025-01-28
2023-03-31	$285,485	1,429	-7.7%	Shares	Sole	2023-04-21
2022-12-31	$205,381	1,549	-23.8%	Shares	Sole	2023-01-11
2022-09-30	$292,426	2,033	-92.0%	Shares	Sole	2022-10-18
2022-06-30	$4,205,549	25,482	-0.8%	Shares	Defined	2022-07-22
2022-03-31	$5,455,562	25,695	+6.0%	Shares	Defined	2022-07-22
2021-12-31	$6,160,619	24,242	+3.2%	Shares	Defined	2022-02-04
2021-09-30	$6,368,516	23,481	+5.3%	Shares	Defined	2021-11-02
2021-06-30	$5,447,953	22,303	+13.0%	Shares	Defined	2021-07-20
2021-03-31	$4,183,373	19,745	—	Shares	Defined	2021-04-26
No filing history on record for this holder in this stock.