AAS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ameritas Advisory Services's CRM Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $384K and leaving 4,503 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #424.

Ameritas Advisory Services first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ameritas Advisory Services held 4,503 shares of Salesforce worth $841K as of Q1 2026.
  • Ameritas Advisory Services sold 1,855 Salesforce shares in Q1 2026, an estimated $384K.
  • Salesforce made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #424 holding.
  • Ameritas Advisory Services first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Salesforce position peaked at $2.54M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.