Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,344,768
+$5,255,238 QoQ
Shares Held
85,183
+96.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#399
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Chesley Taft & Associates LLC holds $42,470,351 across 9 Software - Application names. CRM ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
271,677 | $19,604,212 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
85,183 | $13,344,768 | |
| 3 | ADP |
Automatic Data Processing Inc
|
17,196 | $3,851,043 | |
| 4 | ADBE |
Adobe Inc.
|
12,693 | $2,602,318 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,311 | $1,242,684 | |
| 6 | INTU |
Intuit Inc.
|
2,252 | $587,772 | |
| 7 | PAYX |
Paychex Inc
|
5,449 | $535,800 | |
| 8 | SNOW |
Snowflake Inc.
|
1,820 | $463,190 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,344,768 | 85,183 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,089,530 | 43,336 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,328,310 | 38,988 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $8,906,697 | 37,581 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $13,137,658 | 48,178 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $13,127,366 | 48,917 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $15,925,140 | 47,633 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,981,244 | 47,427 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $12,279,867 | 47,763 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,600,905 | 48,479 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,029,640 | 49,516 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $10,116,491 | 49,889 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,622,575 | 50,282 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,003,983 | 50,075 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,617,964 | 49,913 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,259,317 | 50,468 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $8,253,980 | 50,012 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $10,658,464 | 50,200 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $13,036,869 | 51,300 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $13,517,062 | 49,838 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $12,137,287 | 49,688 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $10,567,651 | 49,878 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $11,140,519 | 50,063 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $12,769,317 | 50,809 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $10,334,808 | 55,169 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,827,472 | 54,365 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||