Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,312,536
-$51,629,965 QoQ
Shares Held
78,594
-77.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#428
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026CI INVESTMENTS INC. holds $317,671,619 across 20 Software - Application names. CRM ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,039,393 | $103,190,937 | |
| 2 | SNOW |
Snowflake Inc.
|
342,439 | $87,150,725 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
57,736 | $21,669,475 | |
| 4 | SHOP |
Shopify Inc.
|
189,130 | $21,594,863 | |
| 5 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
3,987,810 | $20,577,099 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
78,594 | $12,312,536 | |
| 7 | ADP |
Automatic Data Processing Inc
|
36,147 | $8,095,120 | |
| 8 | DUOL |
Duolingo, Inc.
|
62,713 | $7,213,249 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,312,536 | 78,594 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $63,942,501 | 342,543 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $88,044,957 | 332,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $102,557,721 | 432,733 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,482,696 | 632,523 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $174,814,534 | 651,418 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $174,663,353 | 522,428 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $92,802,470 | 339,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $99,320,558 | 386,311 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $150,801,127 | 500,701 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $162,127,921 | 616,128 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $87,279,553 | 430,415 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,914,578 | 435,078 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $97,931,356 | 490,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $85,654,731 | 646,012 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $75,024,067 | 521,580 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,106,270 | 667,149 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $94,953,112 | 447,217 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $62,030,336 | 244,089 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,195,122 | 133,453 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,340,125 | 132,395 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $28,172,565 | 132,971 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,985,943 | 157,219 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $29,052,843 | 115,601 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,645,808 | 51,491 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,363,483 | 196,996 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||