Ameritas Investment Company’s Salesforce CRM Stock Holding History

Ameritas Investment Company’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
2021 Q3	$3.13M	Buy	11,537 +10,081	+692%	+$2.56M	0.14%	121
2021 Q2	$773K	Sell	1,456 -1,420	-49%	-$327K	0.04%	332
2021 Q1	$609K	Buy	2,876 +1,583	+122%	+$352K	0.05%	306
2020 Q4	$287K	Buy	+1,293	New	+$314K	0.06%	318
2020 Q2	–	Sell	-1,758	Closed	-$244K	–	546
2020 Q1	$244K	Buy	1,758 +1,019	+138%	+$175K	0.04%	307
2019 Q4	$120K	Sell	739 -139	-16%	-$21.8K	0.03%	433
2019 Q3	$130K	Buy	+878	New	+$133K	0.03%	420
2019 Q2	–	Sell	-65	Closed	-$10K	–	357
2019 Q1	$10K	Sell	65 -3,153	-98%	-$489K	﹤0.01%	650
2018 Q4	$441K	Buy	+3,218	New	+$443K	0.1%	180

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameritas Investment Company's CRM Position: Q3 2021 in Review

Ameritas Investment Company increased its Salesforce (CRM) stake by 692% in Q3 2021, buying an estimated $2.56M and bringing the position to 11,537 shares worth $3.13M. The position accounts for 0.14% of the portfolio, ranked #121.

Ameritas Investment Company first reported a position in CRM in Q4 2018 and has held it in 9 quarters since. 2,180 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

Ameritas Investment Company held 11,537 shares of Salesforce worth $3.13M as of Q3 2021.
Ameritas Investment Company bought 10,081 Salesforce shares in Q3 2021, an estimated $2.56M.
Salesforce made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #121 holding.
Ameritas Investment Company first reported a position in Salesforce in Q4 2018 and has held it in 9 quarters since.
2,180 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.