Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$577,743
-$27,053,164 QoQ
Shares Held
3,095
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2022CallValue
$165,040
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026CHILTON CAPITAL MANAGEMENT LLC holds $3,012,545 across 15 Software - Application names. CRM ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
6,100 | $1,482,788 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,984 | $606,289 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,095 | $577,743 | |
| 4 | INTU |
Intuit Inc.
|
541 | $233,917 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
242 | $36,193 | |
| 6 | NOW |
ServiceNow, Inc.
|
185 | $19,341 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
48 | $13,337 | |
| 8 | SHOP |
Shopify Inc.
|
100 | $11,862 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $577,743 | 3,095 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,630,907 | 104,303 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,684,261 | 104,153 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $29,422,705 | 107,898 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $28,836,892 | 107,456 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $34,371,129 | 102,806 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $28,360,735 | 103,616 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,964,667 | 97,101 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,943,699 | 96,101 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $24,698,320 | 93,860 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,187,854 | 94,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,846,080 | 98,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,670,240 | 93,454 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $12,009,074 | 90,573 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,378,414 | 93,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,554,075 | 82,126 | Shares | Sole | 2022-08-16 | |
| 2022-06-30 | $165,040 | 1,000 | Call | Sole | 2022-08-16 | |
| 2022-03-31 | $212,320 | 1,000 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $20,773,388 | 97,840 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,116,932 | 83,095 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,161,669 | 78,024 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $18,537,650 | 75,890 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,225,640 | 76,583 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,593,221 | 79,060 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,943,247 | 79,354 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,242,977 | 92,046 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $12,772,609 | 88,711 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||