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Ridgewood Investments’s Salesforce CRM Stock Holding History

Ridgewood Investments’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.52M Sell
6,640
-118
-2% -$24.3K 0.56% 52
2026
Q2 		$1.06M Buy
6,758
+2,507
+59% +$441K 0.4% 81
2026
Q1 		$794K Buy
+4,251
New +$881K 0.32% 100
2025
Q3 		$542K Buy
2,287
+773
+51% +$195K 0.23% 123
2025
Q2 		$413K Buy
1,514
+259
+21% +$69.2K 0.18% 131
2025
Q1 		$337K Buy
1,255
+235
+23% +$73.1K 0.16% 145
2024
Q4 		$341K Hold
1,020
– – 0.16% 137
2024
Q3 		$279K Sell
1,020
-381
-27% -$97.6K 0.14% 144
2024
Q2 		$360K Buy
1,401
+350
+33% +$93.7K 0.18% 138
2024
Q1 		$317K Sell
1,051
-58
-5% -$16.7K 0.17% 146
2023
Q4 		$292K Sell
1,109
-190
-15% -$43K 0.17% 145
2023
Q3 		$263K Hold
1,299
– – 0.17% 143
2023
Q2 		$274K Hold
1,299
– – 0.16% 144
2023
Q1 		$259K Buy
+1,299
New +$219K 0.16% 150
2021
Q1 		– Sell
-1,109
Closed -$279K – 196
2020
Q4 		$279K Hold
1,109
– – 0.22% 129
2020
Q3 		$279K Buy
+1,109
New +$243K 0.22% 130

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Ridgewood Investments's CRM Position: Q3 2026 in Review

Ridgewood Investments reduced its Salesforce (CRM) stake by 1.7% in Q3 2026, selling an estimated $24.3K and leaving 6,640 shares worth $1.52M. The position accounts for 0.56% of the portfolio, ranked #52.

Ridgewood Investments first reported a position in CRM in Q3 2020 and has held it in 16 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Ridgewood Investments held 6,640 shares of Salesforce worth $1.52M as of Q3 2026.
  • Ridgewood Investments sold 118 Salesforce shares in Q3 2026, an estimated $24.3K.
  • Salesforce made up 0.56% of Ridgewood Investments's portfolio in Q3 2026, its #52 holding.
  • Ridgewood Investments first reported a position in Salesforce in Q3 2020 and has held it in 16 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.