Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$589,354
-$110,471 QoQ
Shares Held
3,762
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,488
of 2,451 holders
Holding Since
Jun 2020
25 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, 2026Claro Advisors Inc. holds $8,736,866 across 13 Software - Application names. CRM ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
20,974 | $3,827,964 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,882 | $785,245 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,762 | $589,354 | |
| 4 | SHOP |
Shopify Inc.
|
4,523 | $516,436 | |
| 5 | ADBE |
Adobe Inc.
|
2,363 | $484,462 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,296 | $446,388 | |
| 7 | DDOG |
Datadog, Inc.
|
1,505 | $391,841 | |
| 8 | SNOW |
Snowflake Inc.
|
1,322 | $336,449 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,354 | 3,762 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $699,825 | 3,749 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $758,172 | 2,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $647,721 | 2,733 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $778,802 | 2,856 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,485,909 | 5,537 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,871,579 | 5,598 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,498,835 | 5,476 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,009,374 | 3,926 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,232,428 | 4,092 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,026,246 | 3,900 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $840,928 | 4,147 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $800,675 | 3,790 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $729,596 | 3,652 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $534,868 | 4,034 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $548,030 | 3,810 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $628,802 | 3,810 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $706,388 | 3,327 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $845,490 | 3,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $859,496 | 3,169 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $755,771 | 3,094 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $661,034 | 3,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $417,911 | 1,878 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $325,459 | 1,295 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $216,178 | 1,154 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||