Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,293,659
-$665,060 QoQ
Shares Held
14,641
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#894
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $32,196,826 across 28 Software - Application names. CRM ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
18,290 | $4,096,045 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
9,351 | $3,509,617 | |
| 3 | UBER |
Uber Technologies, Inc
|
45,532 | $3,285,589 | |
| 4 | NOW |
ServiceNow, Inc.
|
29,022 | $2,881,304 | |
| 5 | PAYX |
Paychex Inc
|
24,136 | $2,373,292 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
14,641 | $2,293,659 | |
| 7 | DDOG |
Datadog, Inc.
|
6,978 | $1,816,792 | |
| 8 | SNOW |
Snowflake Inc.
|
6,912 | $1,759,104 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,293,659 | 14,641 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,958,719 | 15,850 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,188,227 | 15,810 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,709,524 | 15,652 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,669,816 | 17,125 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,782,175 | 17,820 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,739,443 | 17,167 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,361,568 | 15,935 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,138,538 | 16,097 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,534,347 | 11,735 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,900,329 | 11,022 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,190,632 | 10,803 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,618,567 | 12,395 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,310,255 | 11,564 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,213,994 | 9,156 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||