Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$919,907
-$226,060 QoQ
Shares Held
5,872
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,265
of 2,451 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Choate Investment Advisors holds $38,007,621 across 14 Software - Application names. CRM ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
168,971 | $12,192,947 | |
| 2 | ADP |
Automatic Data Processing Inc
|
44,441 | $9,952,561 | |
| 3 | ADBE |
Adobe Inc.
|
39,678 | $8,134,783 | |
| 4 | TYL |
Tyler Technologies Inc
|
8,536 | $2,496,438 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
5,872 | $919,907 | |
| 6 | ROP |
Roper Technologies Inc
|
2,145 | $725,846 | |
| 7 | NOW |
ServiceNow, Inc.
|
6,208 | $616,330 | |
| 8 | INTU |
Intuit Inc.
|
2,279 | $594,819 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,907 | 5,872 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,145,967 | 6,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,792,645 | 6,767 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,541,448 | 6,504 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,556,241 | 5,707 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,452,901 | 5,414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,785,990 | 5,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,135,622 | 4,149 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,064,394 | 4,140 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,289,652 | 4,282 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,957,430 | 11,239 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,152,104 | 10,613 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $509,981 | 2,414 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $226,550 | 1,134 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $512,540 | 2,414 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $609,657 | 2,399 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||