Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,772,842
-$1,094,951 QoQ
Shares Held
24,083
-7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#733
of 2,451 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CHOREO, LLC holds $57,902,228 across 35 Software - Application names. CRM ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
57,568 | $12,892,353 | |
| 2 | UBER |
Uber Technologies, Inc
|
91,256 | $6,585,032 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
24,083 | $3,772,842 | |
| 4 | SHOP |
Shopify Inc.
|
32,836 | $3,749,214 | |
| 5 | NOW |
ServiceNow, Inc.
|
37,381 | $3,711,185 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
6,098 | $2,288,701 | |
| 7 | FICO |
Fair Isaac Corp
|
1,857 | $2,218,706 | |
| 8 | PAYX |
Paychex Inc
|
21,781 | $2,141,725 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,772,842 | 24,083 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,867,793 | 26,077 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,346,749 | 27,733 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,157,346 | 42,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,376,581 | 45,387 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,750,588 | 47,513 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,491,514 | 46,336 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,119,194 | 47,931 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,818,629 | 45,969 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,265,063 | 24,122 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,270,363 | 23,829 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,192,751 | 5,882 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,205,660 | 5,707 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,203,274 | 6,023 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $217,342 | 1,511 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $273,043 | 1,286 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $577,637 | 2,273 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $388,387 | 1,432 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $392,786 | 1,608 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $241,955 | 1,142 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $313,989 | 1,411 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||