WSOU INVESTMENTS, LLC v. SALESFORCE.COM, INC.
Plaintiff: WSOU Investments LLC
Defendant: Salesforce.com, Inc.
Case Number: 6:2023cv00276
Filed: April 13, 2023
Court: US District Court for the Western District of Texas
Presiding Judge: Alan D Albright
Referring Judge: Derek T Gilliland
Nature of Suit: Other Statutory Actions
Jury Demanded By: None
Docket Report

This docket was last retrieved on June 9, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
June 9, 2023 Filing 44 STATUS REPORT by Salesforce.com, Inc.. (Cole, Scott)
June 7, 2023 Filing 43 TRANSCRIPT REQUEST by OCO Capital Partners LP for proceedings held on 6/2/2023. Proceedings Transcribed: 6/2/2023.. (Gardner, Kyle)
June 6, 2023 Filing 42 TRANSCRIPT REQUEST by Salesforce.com, Inc. for proceedings held on June 2, 2023. Proceedings Transcribed: Sealed Motions Hearing. Court Reporter: FTR. (Cole, Scott)
June 2, 2023 Filing 41 Minute Entry for proceedings held before Judge Derek T. Gilliland: Case called for a Sealed Motions Hearing via Zoom. Parties announced ready. Statements and arguments of counsel heard. Defendant's Motion to Compel Compliance with Subpoena Duces Tecum and Ad testificandum (ECF No. 1) is GRANTED. Parties are ORDERED to meet and confer and provide a status report by close of business June 9, 2023 to the Court's Law Clerk at Mark_Scott@txwd.uscourts.gov. Order to follow. Hearing concluded. (Minute entry documents are not available electronically.) (Court Reporter FTR.)(sm3)
June 2, 2023 Opinion or Order Filing 40 ORDER Resetting Motion Hearing by Zoom for 6/2/2023 02:00 PM before Judge Derek T. Gilliland. Signed by Judge Derek T. Gilliland. (sm3)
June 2, 2023 Opinion or Order Text Order GRANTING-IN-PART #5 Sealed Motion to Compel entered by Judge Derek T. Gilliland. Court finds documents that discuss the "Key Person" and Craig Etchegoyen are relevant and discoverable, however, the specific documents or the volume of potential documents is unclear. The Motion to Compel is therefore GRANTED-IN-PART and the parties are ordered to meet and confer to determine specific responsive documents, the extent of any email or other electronic documents, and potential cost-shifting for searching and producing email and electronic documents; the parties are further ordered to provide a status update by close of business Central Time on June 9, 2023; and all other relief in the Motion to Compel is DENIED. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mslc)
June 1, 2023 Opinion or Order Filing 39 ORDER GRANTING #38 Motion to Appear Pro Hac Vice for Attorney Joshua M. Slocum for OCO Capital Partners LP. Pursuant to our Administrative Policies and Procedures for Electronic Filing, the attorney hereby granted to practice pro hac vice in this case must register for electronic filing with our court within 10 days of this order. Registration is managed by the PACER Service Center Signed by Judge Derek T. Gilliland. (bw)
June 1, 2023 Filing 38 MOTION to Appear Pro Hac Vice by Kyle Aaron Gardner ( Filing fee $ 100 receipt number ATXWDC-17506020) by on behalf of OCO Capital Partners LP. (Attachments: #1 Proposed Order). Motions referred to Judge Derek T. Gilliland. (Gardner, Kyle)
June 1, 2023 Filing 37 NOTICE of Attorney Appearance by Kyle Aaron Gardner on behalf of OCO Capital Partners LP. Attorney Kyle Aaron Gardner added to party OCO Capital Partners LP(pty:oth) (Gardner, Kyle)
May 26, 2023 Opinion or Order Filing 36 ORDER Setting Zoom Motion Hearing for 6/2/2023 03:45 PM before Judge Derek T. Gilliland. Signed by Judge Derek T. Gilliland. (bot1)
May 26, 2023 Opinion or Order Filing 35 ORDER Setting Zoom Motion Hearing for 6/2/2023 03:45 PM before Judge Derek T. Gilliland. Signed by Judge Derek T. Gilliland. (bot1)
May 24, 2023 Opinion or Order Filing 34 ORDER REFERRING CASE to Magistrate Judge Derek T. Gilliland. Signed by Judge Alan D Albright.. Referral Magistrate Judge: Derek T. Gilliland. (lad)
April 24, 2023 Opinion or Order Filing 33 ORDER GRANTING #29 Motion to Appear Pro Hac Vice for Attorney Nien-Ping Wang for Salesforce.com, Inc.. Pursuant to our Administrative Policies and Procedures for Electronic Filing, the attorney hereby granted to practice pro hac vice in this case must register for electronic filing with our court within 10 days of this order. Registration is managed by the PACER Service Center. Signed by Judge Alan D Albright. (ad3)
April 24, 2023 Opinion or Order Filing 32 ORDER GRANTING #30 Motion to Appear Pro Hac Vice for Attorney Ray Robert Zado. Attorney added for Salesforce.com, Inc. Pursuant to our Administrative Policies and Procedures for Electronic Filing, the attorney hereby granted to practice pro hac vice in this case must register for electronic filing with our court within 10 days of this order, if he/she has not previously done so for a prior case in this District. Registration is managed by the PACER Service Center. Signed by Judge Alan D Albright. (bot2)
April 21, 2023 Filing 31 NOTICE of Attorney Appearance by Todd M. Briggs on behalf of Salesforce.com, Inc.. Attorney Todd M. Briggs added to party Salesforce.com, Inc.(pty:dft) (Briggs, Todd)
April 21, 2023 Filing 30 MOTION to Appear Pro Hac Vice by Scott L. Cole on behalf of Ray Zado ( Filing fee $ 100 receipt number ATXWDC-17347049) by on behalf of Salesforce.com, Inc.. (Cole, Scott)
April 21, 2023 Filing 29 MOTION to Appear Pro Hac Vice by Scott L. Cole on behalf of Nien-Ping Wang ( Filing fee $ 100 receipt number ATXWDC-17346957) by on behalf of Salesforce.com, Inc.. (Cole, Scott)
April 21, 2023 Filing 28 NOTICE of Attorney Appearance by Scott L. Cole on behalf of Salesforce.com, Inc.. Attorney Scott L. Cole added to party Salesforce.com, Inc.(pty:dft) (Cole, Scott)
April 17, 2023 Case assigned to Judge Alan D Albright. CM WILL NOW REFLECT THE JUDGE INITIALS AS PART OF THE CASE NUMBER. PLEASE APPEND THESE JUDGE INITIALS TO THE CASE NUMBER ON EACH DOCUMENT THAT YOU FILE IN THIS CASE. (sm3)
April 13, 2023 Filing 27 Case electronically transferred in from District of District of Columbia-Washington DC Division; Case Number 1:23-mc-00013.
April 7, 2023 Opinion or Order Filing 25 ORDER granting #13 OCO Capital's motion to transfer. See text of Order for details. Signed by Judge John D. Bates on 4/7/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 30, 2023 Filing 24 EXHIBITS by OCO Capital Partners LP.. (Attachments: #1 Exhibit 2, #2 Declaration Burke)(zjm) [Transferred from District of Columbia on 4/13/2023.]
March 30, 2023 Filing 22 Memorandum in opposition to re #1 Motion to Compel Redacted filed by OCO Capital Partners LP. (Attachments: #1 Exhibit K Redacted, #2 Exhibit N Redacted, #3 Exhibit O Redacted, #4 Exhibit P Redacted, #5 Exhibit Q Redacted, #6 Exhibit U Redacted, #7 Exhibit V No Redactions)(Ward, Daniel) [Transferred from District of Columbia on 4/13/2023.]
March 30, 2023 Filing 21 MOTION to Transfer Case Redacted by OCO Capital Partners LP. (Attachments: #1 Exhibit K Redacted, #2 Exhibit N Redacted, #3 Exhibit O Redacted, #4 Exhibit P Redacted, #5 Exhibit Q Redacted, #6 Exhibit U Redacted, #7 Exhibit V No Redactions)(Ward, Daniel) [Transferred from District of Columbia on 4/13/2023.]
March 30, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #20 OCO Capital Partners' motion to seal, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; it is further ORDERED that the clerk of the court shall file [20-1] the reply and [20-5] Exhibit 3 attached thereto under seal, and the clerk of the court shall file all other documents docketed under ECF No. 20 publicly; it is further ORDERED and that OCO Capital Partners shall file a redacted version of the sealed documents by not later than April 14, 2023. SO ORDERED. Signed by Judge John D. Bates on 3/30/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 30, 2023 Set/Reset Deadlines: Redaction version due by 4/14/2023. (tb) [Transferred from District of Columbia on 4/13/2023.]
March 29, 2023 Filing 20 SEALED MOTION FOR LEAVE TO FILE DOCUMENT UNDER SEAL filed by OCO Capital Partners LP (This document is SEALED and only available to authorized persons.) (Attachments: #1 Memorandum in Support Reply, #2 Declaration Burke, #3 Exhibit 1, #4 Exhibit 2, #5 Exhibit 3, #6 Text of Proposed Order)(Ward, Daniel) [Transferred from District of Columbia on 4/13/2023.]
March 23, 2023 Filing 19 SEALED OPPOSITION filed by SALESFORCE.COM, INC. re 8 Sealed Motion for Leave to File Document Under Seal, Sealed Opposition, (zjm) [Transferred from District of Columbia on 4/13/2023.]
March 23, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #16 Salesforce's motion for leave to file under seal, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that the clerk of the court shall file [16-1] the unredacted response under seal. SO ORDERED. Signed by Judge John D. Bates on 3/23/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 22, 2023 Filing 17 RESPONSE re 8 Sealed Motion for Leave to File Document Under Seal,,,,, Sealed Opposition,,,, Motion to Transfer filed by SALESFORCE.COM, INC.. (Attachments: #1 Declaration, #2 Exhibit)(Needham, David) [Transferred from District of Columbia on 4/13/2023.]
March 22, 2023 Filing 16 SEALED MOTION FOR LEAVE TO FILE DOCUMENT UNDER SEAL filed by SALESFORCE.COM, INC. (This document is SEALED and only available to authorized persons.) (Attachments: #1 Proposed sealed filing, #2 Text of Proposed Order)(Needham, David) [Transferred from District of Columbia on 4/13/2023.]
March 21, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #10 Salesforce's motion for leave to file documents under seal, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that the clerk of the court shall file [10-1] the unredacted reply as well as the unredacted Exhibits 1, 2-4, and 9 thereto under seal. SO ORDERED. Signed by Judge John D. Bates on 3/21/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 17, 2023 Filing 11 REPLY to opposition to motion re #1 MOTION to Compel filed by SALESFORCE.COM, INC.. (Attachments: #1 Declaration, #2 Exhibit 1, #3 Exhibit 2, #4 Exhibit 3, #5 Exhibit 4, #6 Exhibit 5, #7 Exhibit 6, #8 Exhibit 7, #9 Exhibit 8, #10 Exhibit 9, #11 Exhibit 10)(Needham, David) Modified on 3/20/2023 to correct docket link (zjm). [Transferred from District of Columbia on 4/13/2023.]
March 17, 2023 Filing 10 SEALED MOTION FOR LEAVE TO FILE DOCUMENT UNDER SEAL filed by SALESFORCE.COM, INC. (This document is SEALED and only available to authorized persons.) (Attachments: #1 Reply Supporting Motion to Compel, #2 Declaration, #3 Exhibit 1, #4 Exhibit 2, #5 Exhibit 3, #6 Exhibit 4, #7 Exhibit 5, #8 Exhibit 6, #9 Exhibit 7, #10 Exhibit 8, #11 Exhibit 9, #12 Exhibit 10, #13 Text of Proposed Order)(Needham, David) [Transferred from District of Columbia on 4/13/2023.]
March 15, 2023 Set/Reset Deadlines: Reply due by 3/17/2023. (tb) [Transferred from District of Columbia on 4/13/2023.]
March 13, 2023 Filing 15 EXHIBITS by OCO Capital Partners LP.. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C, #4 Exhibit D, #5 Exhibit E, #6 Exhibit F, #7 Exhibit G, #8 Exhibit H, #9 Exhibit I, #10 Exhibit J, #11 Exhibit L, #12 Exhibit M, #13 Exhibit R, #14 Exhibit S, #15 Exhibit T, #16 Exhibit W, #17 Exhibit X, #18 Exhibit Y, #19 Exhibit Z, #20 Exhibit AA, #21 Exhibit BB, #22 Declaration)(zjm) [Transferred from District of Columbia on 4/13/2023.]
March 13, 2023 Filing 14 SEALED DOCUMENT filed by OCO Capital Partners LP. (This document is SEALED and only available to authorized persons.) (Attachments: #1 Exhibit N, #2 Exhibit O, #3 Exhibit P, #4 Exhibit Q, #5 Exhibit U, #6 Exhibit V)(zjm) [Transferred from District of Columbia on 4/13/2023.]
March 13, 2023 Filing 13 SEALED MOTION filed by OCO Capital Partners LP. (This document is SEALED and only available to authorized persons.) (Attachment: #1 Text of Proposed Order)(zjm) [Transferred from District of Columbia on 4/13/2023.]
March 13, 2023 Opinion or Order MINUTE ORDER: Upon consideration of 8 OCO Capital Partners' motion to seal, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; it is further ORDERED that the clerk of the court shall file [8-34] the opposition to the motion to compel, [8-2] the motion to transfer, and Exhibits K, N, O, P, Q, U, and V attached thereto under seal; and the clerk of the court shall file all other documents docketed under ECF No. 8 publicly; and it is further ORDERED and that OCO Capital Partners shall file a redacted version of the sealed documents by not later than March 30, 2023. SO ORDERED. Signed by Judge John D. Bates on 3/13/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 13, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #9 Salesforce's unopposed motion for extension, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that Salesforce shall file its reply in support of #1 the motion to compel by not later than March 17, 2023. SO ORDERED. Signed by Judge John D. Bates on 3/13/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 10, 2023 Filing 9 Unopposed MOTION for Extension of Time to File Response/Reply as to 8 Sealed Motion for Leave to File Document Under Seal,,,,, Sealed Opposition,,,, by SALESFORCE.COM, INC.. (Attachments: #1 Text of Proposed Order)(Needham, David) [Transferred from District of Columbia on 4/13/2023.]
March 8, 2023 Set/Reset Deadlines: Response due by 3/8/2023. (tb) [Transferred from District of Columbia on 4/13/2023.]
March 3, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #7 OCO Capital Partners' motion for extension of time, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that OCO Capital Partners shall respond to #1 the motion to compel by not later than March 8, 2023. SO ORDERED. Signed by Judge John D. Bates on 3/3/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
March 2, 2023 Filing 7 Second MOTION for Extension of Time to Respond to Motion to Compel by OCO Capital Partners LP. (Attachments: #1 Text of Proposed Order)(Ward, Daniel) [Transferred from District of Columbia on 4/13/2023.]
February 24, 2023 Filing 5 SEALED MOTION filed by SALESFORCE.COM, INC.. (This document is SEALED and only available to authorized persons.)(zjm) Modified on 2/27/2023 (zjm). [Transferred from District of Columbia on 4/13/2023.]
February 24, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #2 Salesforce's motion to seal, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that the clerk of the court shall file exhibits 2-3, 5-6, 8, 12-14, 18, and 20, as well as [2-22] the unredacted motion to compel, under seal. SO ORDERED. Signed by Judge John D. Bates on 2/24/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
February 17, 2023 Set/Reset Deadlines: Response due by 3/3/2023. (tb) [Transferred from District of Columbia on 4/13/2023.]
February 17, 2023 Opinion or Order MINUTE ORDER: Upon consideration of #4 OCO Capital Partners' motion for extension of time, and the entire record herein, it is hereby ORDERED that the motion is GRANTED; and it is further ORDERED that OCO Capital Partners shall respond to #1 the motion to compel by not later than March 3, 2023. SO ORDERED. Signed by Judge John D. Bates on 2/17/2023. (lcjdb3) [Transferred from District of Columbia on 4/13/2023.]
February 17, 2023 RESOLVED...NOTICE of Provisional/Government Not Certified Status re #4 MOTION for Extension of Time to File Response/Reply as to #1 MOTION to Compel by OCO Capital Partners LP. (Attachments: # 1 Text of Proposed Order)(Ward, Daniel).Your attorney renewal/government certification has not been received. As a result, your membership with the U.S. District & Bankruptcy Courts for the District of Columbia is not in good standing, and you are not permitted to file. Pursuant to Local Civil Rule 83.9, you must immediately correct your membership status by following the appropriate instructions on this page of our website: https://www.dcd.uscourts.gov/attorney-renewal. Please be advised that the presiding judge in this case has been notified that you are currently not in good standing to file in this court. Renewal Due by 2/24/2023. (zbaj) Modified on 2/21/2023 (zbaj). [Transferred from District of Columbia on 4/13/2023.]
February 16, 2023 Filing 4 MOTION for Extension of Time to File Response/Reply as to #1 MOTION to Compel by OCO Capital Partners LP. (Attachments: #1 Text of Proposed Order)(Ward, Daniel) [Transferred from District of Columbia on 4/13/2023.]
February 8, 2023 Filing fee received: $ 49, receipt number: 203979. (zjm) [Transferred from District of Columbia on 4/13/2023.]
February 8, 2023 Filing 3 Case randomly reassigned to Judge John D. Bates. Judge Colleen Kollar-Kotelly is no longer assigned to the case. (rj) [Transferred from District of Columbia on 4/13/2023.]
January 31, 2023 Filing 2 SEALED MOTION FOR LEAVE TO FILE DOCUMENT UNDER SEAL filed by SALESFORCE.COM, INC.. (This document is SEALED and only available to authorized persons.) (Attachments: #1 Exhibit 1, #2 Exhibit 2, #3 Exhibit 3, #4 Exhibit 4, #5 Exhibit 5, #6 Exhibit 6, #7 Exhibit 7, #8 Exhibit 8, #9 Exhibit 9, #10 Exhibit 10, #11 Exhibit 11, #12 Exhibit 12, #13 Exhibit 13, #14 Exhibit 14, #15 Exhibit 15, #16 Exhibit 16, #17 Exhibit 17, #18 Exhibit 18, #19 Exhibit 19, #20 Exhibit 20, #21 Text of Proposed Order)(zjm) (Additional attachment(s) added on 2/23/2023: #22 Exhibit Motion to Compel - Unredacted) (zjm). [Transferred from District of Columbia on 4/13/2023.]
January 31, 2023 Filing 1 MOTION to Compel Compliance with Subpoena Duces Tecum and Ad testificandum by SALESFORCE.COM, INC.. (Attachments: #1 Exhibits, #2 Declaration, #3 Declaration, #4 Text of Proposed Order)(zjm) [Transferred from District of Columbia on 4/13/2023.]

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Plaintiff: WSOU Investments LLC
Represented By: Darcy L. Jones
Represented By: Gregory Phillip Love
Represented By: Heather S. Kim
Represented By: Jessica C. Sutliff
Represented By: Jonathan K. Waldrop
Represented By: Ryan A. Madden
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Defendant: Salesforce.com, Inc.
Represented By: David Needham
Represented By: Ray Robert Zado
Represented By: Nien-Ping Wang
Represented By: Scott L. Cole
Represented By: Todd M. Briggs
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