Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,991,970
-$1,539,799 QoQ
Shares Held
31,865
-8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#649
of 2,451 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 64%
Shared 36%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF NOVA SCOTIA TRUST CO holds $16,362,721 across 8 Software - Application names. CRM ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
62,736 | $7,163,196 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
31,865 | $4,991,970 | |
| 3 | DSGX |
Descartes Systems Group Inc
|
20,413 | $1,413,395 | |
| 4 | OTEX |
Open Text Corp
|
50,675 | $1,122,450 | |
| 5 | UBER |
Uber Technologies, Inc
|
9,397 | $678,087 | |
| 6 | INTU |
Intuit Inc.
|
1,374 | $358,614 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
929 | $348,672 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
2,327 | $286,337 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,991,970 | 31,865 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $6,531,769 | 34,991 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,166,680 | 34,603 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $8,269,167 | 34,891 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,138,659 | 33,513 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,371,489 | 31,195 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $10,260,587 | 30,690 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,010,943 | 29,268 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $7,306,781 | 28,420 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,477,696 | 24,828 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,415,157 | 20,579 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $3,531,007 | 17,413 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,061,050 | 19,223 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $3,590,245 | 17,971 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,355,196 | 17,763 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,537,193 | 17,639 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,646,415 | 16,035 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $3,032,990 | 14,285 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $253,875 | 999 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $271,220 | 1,000 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $244,025 | 999 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $211,870 | 1,000 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $222,975 | 1,002 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $251,068 | 999 | Shares | Other | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||