CALDWELL SUTTER CAPITAL, INC.

Position in CRM — Salesforce, Inc.

CIK 702007 SAUSALITO, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$111,071

-$6,157 QoQ

Shares Held

709

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,122

of 2,447 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $1,500,134 across 25 Software - Application names. CRM ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	3,220	$840,420
2	UBER	Uber Technologies, Inc	1,600	$115,456
3	CRM	Salesforce, Inc. This page	709	$111,071
4	WDAY	Workday, Inc.	822	$100,629
5	ADSK	Autodesk, Inc.	293	$56,965
6	CDNS	Cadence Design Systems Inc	129	$48,416
7	ADBE	Adobe Inc.	168	$34,443
8	NOW	ServiceNow, Inc.	337	$33,457

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$111,071	709	+12.9%	Shares	Sole	2026-08-05
2026-03-31	$117,228	628	+74.9%	Shares	Sole	2026-05-06
2025-12-31	$95,102	359	+5.9%	Shares	Sole	2026-01-30
2025-09-30	$80,343	339	-27.7%	Shares	Sole	2025-10-29
2025-06-30	$127,891	469	0.0%	Shares	Sole	2025-07-11
2025-03-31	$125,860	469	+81.8%	Shares	Sole	2025-04-16
2024-12-31	$86,257	258	-10.4%	Shares	Sole	2025-01-21
2024-09-30	$78,828	288	-38.2%	Shares	Sole	2024-10-25
2024-06-30	$119,808	466	+151.9%	Shares	Sole	2024-07-23
2024-03-31	$55,718	185	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$50,786	193	+5.5%	Shares	Sole	2024-01-19
2023-09-30	$37,108	183	-6.2%	Shares	Sole	2023-10-25
2023-06-30	$41,195	195	+2.6%	Shares	Sole	2023-07-19
2023-03-31	$37,958	190	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.