Choreo LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.78M | Sell |
24,083
-1,994
| -8% | -$351K | 0.04% | 274 |
|
|
2026
Q1 | $4.87M | Sell |
26,077
-1,656
| -6% | -$343K | 0.06% | 219 |
|
|
2025
Q4 | $7.37M | Sell |
27,733
-15,125
| -35% | -$3.76M | 0.09% | 142 |
|
|
2025
Q3 | $10.2M | Sell |
42,858
-2,529
| -6% | -$638K | 0.13% | 112 |
|
|
2025
Q2 | $12.4M | Sell |
45,387
-2,126
| -4% | -$568K | 0.17% | 98 |
|
|
2025
Q1 | $12.8M | Buy |
47,513
+1,177
| +3% | +$366K | 0.2% | 90 |
|
|
2024
Q4 | $15.5M | Sell |
46,336
-1,595
| -3% | -$509K | 0.22% | 88 |
|
|
2024
Q3 | $13M | Buy |
47,931
+1,962
| +4% | +$503K | 0.19% | 92 |
|
|
2024
Q2 | $11.8M | Buy |
45,969
+21,847
| +91% | +$5.85M | 0.2% | 82 |
|
|
2024
Q1 | $7.27M | Buy |
24,122
+293
| +1% | +$84.5K | 0.19% | 78 |
|
|
2023
Q4 | $6.27M | Buy |
23,829
+17,947
| +305% | +$4.06M | 0.17% | 87 |
|
|
2023
Q3 | $1.19M | Buy |
5,882
+175
| +3% | +$37.8K | 0.04% | 182 |
|
|
2023
Q2 | $1.21M | Sell |
5,707
-316
| -5% | -$64.5K | 0.04% | 183 |
|
|
2023
Q1 | $1.2M | Buy |
+6,023
| New | +$1.02M | 0.04% | 190 |
|
|
2022
Q4 | – | Sell |
-1,511
| Closed | -$217K | – | 238 |
|
|
2022
Q3 | $217K | Buy |
+1,511
| New | +$256K | 0.01% | 194 |
|
|
2022
Q2 | – | Sell |
-1,286
| Closed | -$273K | – | 222 |
|
|
2022
Q1 | $273K | Sell |
1,286
-987
| -43% | -$212K | 0.01% | 188 |
|
|
2021
Q4 | $578K | Buy |
2,273
+841
| +59% | +$236K | 0.03% | 132 |
|
|
2021
Q3 | $388K | Sell |
1,432
-176
| -11% | -$44.7K | 0.02% | 154 |
|
|
2021
Q2 | $393K | Buy |
1,608
+466
| +41% | +$107K | 0.02% | 151 |
|
|
2021
Q1 | $242K | Sell |
1,142
-269
| -19% | -$59.9K | 0.02% | 177 |
|
|
2020
Q4 | $314K | Buy |
+1,411
| New | +$343K | 0.02% | 152 |
|
|
2018
Q3 | – | Sell |
-2,598
| Closed | -$354K | – | 229 |
|
|
2018
Q2 | $354K | Sell |
2,598
-519
| -17% | -$66.2K | 0.05% | 163 |
|
|
2018
Q1 | $363K | Buy |
3,117
+405
| +15% | +$46.5K | 0.04% | 192 |
|
|
2017
Q4 | $277K | Sell |
2,712
-429
| -14% | -$43.7K | 0.03% | 231 |
|
|
2017
Q3 | $293K | Buy |
3,141
+562
| +22% | +$51.7K | 0.04% | 220 |
|
|
2017
Q2 | $223K | Sell |
2,579
-37,293
| -94% | -$3.25M | 0.03% | 244 |
|
|
2017
Q1 | $224K | Sell |
39,872
-3,911
| -9% | -$312K | 0.03% | 239 |
|
|
2016
Q4 | $273K | Buy |
+43,783
| New | +$3.18M | 0.04% | 199 |
|
Other funds holding CRM
Choreo LLC's CRM Position: Q2 2026 in Review
Choreo LLC reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $351K and leaving 24,083 shares worth $3.78M. The position accounts for 0.04% of the portfolio, ranked #274.
Choreo LLC first reported a position in CRM in Q4 2016 and has held it in 28 quarters since. The position peaked at $15.5M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Choreo LLC held 24,083 shares of Salesforce worth $3.78M as of Q2 2026.
- Choreo LLC sold 1,994 Salesforce shares in Q2 2026, an estimated $351K.
- Salesforce made up 0.04% of Choreo LLC's portfolio in Q2 2026, its #274 holding.
- Choreo LLC first reported a position in Salesforce in Q4 2016 and has held it in 28 quarters since.
- Choreo LLC's Salesforce position peaked at $15.5M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.