Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,797,986
+$957,411 QoQ
Shares Held
11,477
+154.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#972
of 2,414 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $18,044,250 across 41 Software - Application names. CRM ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
2,978 | $3,558,054 | |
| 2 | SNOW |
Snowflake Inc.
|
7,181 | $1,827,564 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
11,477 | $1,797,986 | |
| 4 | DDOG |
Datadog, Inc.
|
6,450 | $1,679,322 | |
| 5 | ADBE |
Adobe Inc.
|
7,411 | $1,519,403 | |
| 6 | NOW |
ServiceNow, Inc.
|
14,857 | $1,475,002 | |
| 7 | MSTR |
Strategy Inc
|
13,400 | $1,164,862 | |
| 8 | DOCU |
Docusign, Inc.
|
25,109 | $1,115,341 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,797,986 | 11,477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $840,575 | 4,503 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,684,297 | 6,358 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $458,832 | 1,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,853,746 | 6,798 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,926,288 | 7,178 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,536,896 | 7,588 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,059,394 | 7,524 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,022,862 | 7,868 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,244,092 | 7,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,996,180 | 7,586 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,452,107 | 7,161 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $357,029 | 1,690 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,257,215 | 6,293 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $875,624 | 6,604 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $940,713 | 6,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $987,104 | 5,981 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,277,317 | 6,016 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,436,088 | 5,651 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||