Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,121,566
-$1,112,974 QoQ
Shares Held
205,040
+15.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#255
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SCOTIA CAPITAL INC. holds $370,771,644 across 19 Software - Application names. CRM ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,470,808 | $167,936,857 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,372,082 | $99,009,437 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
205,040 | $32,121,566 | |
| 4 | NOW |
ServiceNow, Inc.
|
234,249 | $23,256,240 | |
| 5 | SAP |
Sap SE
|
75,429 | $11,624,363 | |
| 6 | OTEX |
Open Text Corp
|
383,938 | $8,504,226 | |
| 7 | DAVE |
Dave Inc./DE
|
18,108 | $6,746,859 | |
| 8 | SNOW |
Snowflake Inc.
|
24,823 | $6,317,453 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,121,566 | 205,040 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $33,234,540 | 178,039 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $42,891,048 | 161,908 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $39,572,838 | 166,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $52,696,251 | 193,246 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $47,008,352 | 175,169 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $55,764,572 | 166,795 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,582,981 | 148,270 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $41,553,787 | 161,625 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $51,580,387 | 171,261 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $50,072,647 | 190,289 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $38,225,246 | 188,506 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $36,955,289 | 174,928 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $35,073,177 | 175,559 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $22,237,862 | 167,719 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $34,659,974 | 240,962 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $37,289,467 | 225,942 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $49,584,788 | 233,538 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $54,110,630 | 212,925 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $50,164,851 | 184,960 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $43,102,907 | 176,456 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $32,360,600 | 152,738 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $25,594,065 | 115,014 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $20,613,015 | 82,019 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,642,616 | 83,503 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $11,894,619 | 82,613 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||