Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,015
-$7,932 QoQ
Shares Held
115
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,295
of 2,443 holders
Holding Since
Dec 2023
11 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, 2026Sachetta, LLC holds $591,666 across 27 Software - Application names. CRM ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,637 | $366,605 | |
| 2 | ADBE |
Adobe Inc.
|
149 | $30,547 | |
| 3 | ADSK |
Autodesk, Inc.
|
108 | $20,997 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
115 | $18,015 | |
| 5 | INTU |
Intuit Inc.
|
67 | $17,487 | |
| 6 | RNG |
RingCentral, Inc.
|
409 | $15,942 | |
| 7 | FICO |
Fair Isaac Corp
|
11 | $13,142 | |
| 8 | DT |
Dynatrace, Inc.
|
295 | $12,953 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,015 | 115 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $25,947 | 139 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $55,100 | 208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,601,075 | 10,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,018,131 | 11,068 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,966,182 | 11,053 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,683,647 | 11,018 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,006,977 | 10,986 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,391 | 196 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $62,945 | 209 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $54,995 | 209 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||