Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,923,588
-$838,932 QoQ
Shares Held
18,662
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#819
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $9,765,304 across 13 Software - Application names. CRM ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
18,662 | $2,923,588 | |
| 2 | ADP |
Automatic Data Processing Inc
|
5,511 | $1,234,188 | |
| 3 | SAP |
Sap SE
|
5,895 | $908,478 | |
| 4 | INTU |
Intuit Inc.
|
3,159 | $824,499 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,966 | $737,879 | |
| 6 | UBER |
Uber Technologies, Inc
|
7,339 | $529,582 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,166 | $512,880 | |
| 8 | ADBE |
Adobe Inc.
|
2,303 | $472,161 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,923,588 | 18,662 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,762,520 | 20,156 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,750,065 | 14,156 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,588,891 | 15,143 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,460,663 | 16,358 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,650,947 | 17,331 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,619,752 | 16,809 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,801,830 | 21,197 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,308,857 | 20,649 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,574,759 | 21,830 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,650,405 | 21,473 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,386,131 | 21,630 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,606,524 | 21,805 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,041,948 | 20,232 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,681,102 | 20,221 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,125,211 | 21,727 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,548,570 | 9,383 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,642,932 | 7,738 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,894,539 | 7,455 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,023,843 | 7,462 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,908,237 | 7,812 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,432,532 | 20,921 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,604,590 | 20,692 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,534,066 | 22,020 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,381,746 | 7,376 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $983,959 | 6,834 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||