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Ameritas Advisory Services’s Salesforce CRM Stock Holding History

Ameritas Advisory Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Buy
11,477
+6,974
+155% +$1.23M 0.04% 395
2026
Q1 		$841K Sell
4,503
-1,855
-29% -$384K 0.03% 424
2025
Q4 		$1.68M Buy
6,358
+4,422
+228% +$1.1M 0.06% 260
2025
Q3 		$459K Sell
1,936
-4,862
-72% -$1.23M 0.03% 414
2025
Q2 		$1.85M Sell
6,798
-380
-5% -$102K 0.1% 209
2025
Q1 		$2.05M Sell
7,178
-410
-5% -$128K 0.08% 224
2024
Q4 		$2.54M Buy
7,588
+64
+0.9% +$20.4K 0.09% 210
2024
Q3 		$2.06M Sell
7,524
-344
-4% -$88.1K 0.09% 225
2024
Q2 		$2.02M Buy
7,868
+417
+6% +$112K 0.08% 249
2024
Q1 		$2.19M Sell
7,451
-135
-2% -$39K 0.09% 216
2023
Q4 		$2.04M Buy
7,586
+425
+6% +$96.2K 0.11% 173
2023
Q3 		$1.46M Buy
7,161
+5,471
+324% +$1.18M 0.07% 256
2023
Q2 		$354K Sell
1,690
-4,603
-73% -$940K 0.05% 372
2023
Q1 		$1.24M Sell
6,293
-311
-5% -$52.5K 0.06% 280
2022
Q4 		$876K Buy
6,604
+64
+1% +$9.34K 0.04% 388
2022
Q3 		$941K Buy
6,540
+559
+9% +$94.8K 0.06% 289
2022
Q2 		$987K Sell
5,981
-35
-0.6% -$6.18K 0.06% 293
2022
Q1 		$1.28M Buy
6,016
+365
+6% +$78.6K 0.05% 288
2021
Q4 		$1.44M Buy
+5,651
New +$1.59M 0.05% 271

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameritas Advisory Services's CRM Position: Q2 2026 in Review

Ameritas Advisory Services increased its Salesforce (CRM) stake by 155% in Q2 2026, buying an estimated $1.23M and bringing the position to 11,477 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #395.

Ameritas Advisory Services first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ameritas Advisory Services held 11,477 shares of Salesforce worth $1.8M as of Q2 2026.
  • Ameritas Advisory Services bought 6,974 Salesforce shares in Q2 2026, an estimated $1.23M.
  • Salesforce made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #395 holding.
  • Ameritas Advisory Services first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Salesforce position peaked at $2.54M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.