Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$510,241
-$24,195 QoQ
Shares Held
3,257
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,560
of 2,451 holders
Holding Since
Dec 2022
9 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, 20263Chopt Investment Partners, LLC holds $3,021,850 across 7 Software - Application names. CRM ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
2,785 | $570,980 | |
| 2 | ZM |
Zoom Communications, Inc.
|
6,558 | $566,020 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,257 | $510,241 | |
| 4 | PAYX |
Paychex Inc
|
4,728 | $464,904 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,096 | $411,350 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,315 | $294,494 | |
| 7 | DDOG |
Datadog, Inc.
|
783 | $203,861 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,241 | 3,257 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $534,436 | 2,863 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $785,987 | 2,967 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $925,959 | 3,907 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $869,063 | 3,187 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $609,177 | 2,270 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $453,781 | 1,765 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $208,143 | 791 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $43,622 | 329 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||