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Disclosery

CHOREO, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHOREO, LLC on CRM, newest first. How the timeline and the estimate are built.

CHOREO, LLC held 24,083 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,083 shares
    Change vs previous 13F -1,994 shares

    0.04% of the 13F portfolio, value $3,783,690.

    13F-HR 0001214659-26-009507 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,077 shares
    Change vs previous 13F -1,656 shares

    0.06% of the 13F portfolio, value $4,867,838.

    13F-HR 0001214659-26-006019 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,733 shares
    Change vs previous 13F -15,125 shares

    0.09% of the 13F portfolio, value $7,374,864.

    13F-HR 0001214659-26-000775 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,858 shares
    Change vs previous 13F -2,529 shares

    0.13% of the 13F portfolio, value $10,175,765.

    13F-HR 0001214659-25-016169 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,387 shares
    Change vs previous 13F -2,126 shares

    0.17% of the 13F portfolio, value $12,395,643.

    13F-HR 0001214659-25-011879 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,513 shares
    Change vs previous 13F +1,177 shares

    0.2% of the 13F portfolio, value $12,750,629.

    13F-HR 0001214659-25-006995 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,336 shares
    Change vs previous 13F -1,595 shares

    0.22% of the 13F portfolio, value $15,523,500.

    13F-HR 0001214659-25-001353 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,931 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,001,009.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).