Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,666
-$3,001 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,316
of 2,451 holders
Holding Since
Sep 2022
11 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, 2026Ameliora Wealth Management Ltd. holds $720,604 across 7 Software - Application names. CRM ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
1,055 | $274,679 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,960 | $194,588 | |
| 3 | SNOW |
Snowflake Inc.
|
591 | $150,409 | |
| 4 | ADBE |
Adobe Inc.
|
184 | $37,723 | |
| 5 | ROP |
Roper Technologies Inc
|
95 | $32,147 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
100 | $15,666 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
320 | $15,392 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,666 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,667 | 100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $26,491 | 100 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $23,700 | 100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,901 | 205 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $53,672 | 200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $66,866 | 200 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $15,816 | 78 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $53,541 | 268 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $35,534 | 268 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $38,549 | 268 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||