Claret Asset Management Corp

Position in CRM — Salesforce, Inc.

CIK 1735513 MONTREAL, A8

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$314,103

+$10,578 QoQ

Shares Held

2,005

+23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,816

of 2,451 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Claret Asset Management Corp holds $11,637,137 across 30 Software - Application names. CRM ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	14,466	$1,651,727
2	DCBO	Docebo Inc.	62,429	$1,117,479
3	OTEX	Open Text Corp	45,754	$1,013,451
4	DSGX	Descartes Systems Group Inc	14,365	$994,632
5	ZM	Zoom Communications, Inc.	9,887	$853,346
6	CRM	Salesforce, Inc. This page	2,005	$314,103
7	CDNS	Cadence Design Systems Inc	829	$311,140
8	FICO	Fair Isaac Corp	230	$274,799

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,103	2,005	+23.3%	Shares	Sole	2026-07-27
2026-03-31	$303,525	1,626	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$433,657	1,637	+3.3%	Shares	Sole	2026-02-11
2025-09-30	$375,645	1,585	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$435,485	1,597	-1.4%	Shares	Sole	2025-08-13
2025-03-31	$433,669	1,616	—	Principal	Sole	2025-05-13
2024-12-31	$541,614	1,620	+40.1%	Shares	Sole	2025-02-13
2024-09-30	$316,408	1,156	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$296,179	1,152	+21.4%	Shares	Sole	2024-08-14
2024-03-31	$285,819	949	+8.2%	Shares	Sole	2024-04-29
2023-12-31	$230,773	877	+0.5%	Shares	Sole	2024-02-12
2021-12-31	$221,855	873	+12.9%	Shares	Sole	2022-02-07
2021-09-30	$209,653	773	—	Shares	Sole	2021-12-02
No filing history on record for this holder in this stock.