Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$676,457
+$25,539 QoQ
Shares Held
4,318
+23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,426
of 2,457 holders
Holding Since
Dec 2022
15 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, 2026CIDEL ASSET MANAGEMENT INC holds $28,735,143 across 10 Software - Application names. CRM ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
111,952 | $17,252,922 | |
| 2 | DSGX |
Descartes Systems Group Inc
|
117,757 | $8,153,494 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,318 | $676,457 | |
| 4 | ADBE |
Adobe Inc.
|
3,153 | $646,428 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,465 | $466,514 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,924 | $430,879 | |
| 7 | OTEX |
Open Text Corp
|
15,533 | $344,055 | |
| 8 | SHOP |
Shopify Inc.
|
2,368 | $270,378 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,457 | 4,318 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $650,918 | 3,487 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $649,294 | 2,451 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $937,335 | 3,955 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,468,704 | 49,392 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,788,960 | 58,835 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $19,597,755 | 58,618 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,890,507 | 58,056 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,826,185 | 57,667 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $19,047,827 | 63,244 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $16,772,280 | 63,739 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,325,576 | 60,783 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,568,594 | 73,694 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $17,199,859 | 86,094 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,789,548 | 36,123 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||