RICHARDS, MERRILL & PETERSON, INC.

Position in CRM — Salesforce, Inc.

CIK 90108 SPOKANE, WA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$506,638

-$29,291 QoQ

Shares Held

3,234

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,566

of 2,450 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

RICHARDS, MERRILL & PETERSON, INC. holds $2,231,885 across 5 Software - Application names. CRM ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	14,518	$1,047,618
2	CRM	Salesforce, Inc. This page	3,234	$506,638
3	PAYX	Paychex Inc	3,366	$330,978
4	NOW	ServiceNow, Inc.	2,445	$242,739
5	ADP	Automatic Data Processing Inc	464	$103,912

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,638	3,234	+12.6%	Shares	Sole	2026-07-16
2026-03-31	$535,929	2,871	-32.3%	Shares	Sole	2026-04-17
2025-12-31	$1,122,953	4,239	+1.1%	Shares	Sole	2026-01-27
2025-09-30	$993,741	4,193	+0.6%	Shares	Sole	2025-10-16
2025-06-30	$1,136,299	4,167	-4.3%	Shares	Sole	2025-07-31
2025-03-31	$1,168,707	4,355	-0.5%	Shares	Sole	2025-05-07
2024-12-31	$1,463,696	4,378	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.