Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,148,983
+$2,924,988 QoQ
Shares Held
26,484
+303.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#702
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $173,059,907 across 17 Software - Application names. CRM ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
383,066 | $38,030,792 | |
| 2 | SNOW |
Snowflake Inc.
|
120,580 | $30,687,610 | |
| 3 | UBER |
Uber Technologies, Inc
|
393,386 | $28,386,733 | |
| 4 | DDOG |
Datadog, Inc.
|
97,412 | $25,362,188 | |
| 5 | SHOP |
Shopify Inc.
|
147,326 | $16,821,682 | |
| 6 | ZM |
Zoom Communications, Inc.
|
60,342 | $5,208,118 | |
| 7 | DOCU |
Docusign, Inc.
|
94,858 | $4,213,592 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
26,484 | $4,148,983 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,148,983 | 26,484 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,223,995 | 6,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,488,034 | 9,392 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,029,905 | 8,565 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,300,048 | 15,769 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,252,679 | 82,921 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,132,866 | 84,147 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,568,210 | 82,453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,571,323 | 87,792 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $30,219,196 | 100,336 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,627,068 | 104,990 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,057,061 | 93,979 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,544,509 | 83,047 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,516,327 | 17,601 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,436,480 | 10,834 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,444,848 | 16,997 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,827,300 | 17,131 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,795,165 | 8,455 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,842,699 | 15,121 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,931,888 | 10,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,919,515 | 11,952 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,776,582 | 17,825 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,212,864 | 32,413 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,411,426 | 29,490 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,465,287 | 39,851 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,893,533 | 40,933 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||