Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,605,804
-$1,255,634 QoQ
Shares Held
29,400
-6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#668
of 2,457 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, 2026INTACT INVESTMENT MANAGEMENT INC. holds $72,971,317 across 9 Software - Application names. CRM ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTEX |
Open Text Corp
|
1,522,840 | $33,730,906 | |
| 2 | SHOP |
Shopify Inc.
|
229,594 | $26,215,042 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
29,400 | $4,605,804 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
301,300 | $3,160,637 | |
| 5 | ADP |
Automatic Data Processing Inc
|
13,300 | $2,978,535 | |
| 6 | INTU |
Intuit Inc.
|
8,700 | $2,270,700 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
140 | $9,693 | |
| 8 | UBER |
Uber Technologies, Inc
|
0 | $0 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,605,804 | 29,400 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,861,438 | 31,400 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,185,719 | 30,900 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,394,400 | 31,200 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,517,291 | 23,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,353,064 | 27,400 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,227,508 | 27,600 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,464,348 | 5,350 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,496,322 | 5,820 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,075,212 | 3,570 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,281,491 | 4,870 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $853,703 | 4,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,079,538 | 5,110 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,020,875 | 5,110 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $543,619 | 4,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $963,728 | 6,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $973,736 | 5,900 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,380,080 | 6,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,766,203 | 6,950 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,925,662 | 7,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,661,036 | 6,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,228,846 | 5,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,357,433 | 6,100 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,859,768 | 7,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,498,640 | 8,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,267,024 | 8,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||