Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$177,680,528
-$125,935,467 QoQ
Shares Held
951,843
-17.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.1730936719606.ToString("F0")%
Shared 0.ToString("F0")%
None 5.826906328039393.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$4,279,424
PutShares
12,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $4,849,687,228 across 78 Software - Application names. CRM ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
13,053,711 | $1,548,431,196 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,945,324 | $517,033,620 | |
| 3 | SNOW |
Snowflake Inc.
|
2,443,914 | $368,591,106 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
5,005,253 | $338,204,942 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,507,081 | $324,194,331 | |
| 6 | ADBE |
Adobe Inc.
|
857,037 | $208,328,550 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
951,843 | $177,680,528 | |
| 8 | ADP |
Automatic Data Processing Inc
|
791,498 | $160,816,559 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,680,528 | 951,843 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $303,615,995 | 1,146,110 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $250,990,347 | 1,059,031 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $384,868,935 | 1,411,379 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $390,167,257 | 1,453,895 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $547,427,925 | 1,637,388 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $4,279,424 | 12,800 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $2,134,938 | 7,800 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $3,503,488 | 12,800 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $462,978,545 | 1,691,493 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,013,450 | 19,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $507,086,811 | 1,972,333 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $257,100 | 1,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $5,873,010 | 19,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $301,180 | 1,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $538,667,655 | 1,788,524 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $745,323,259 | 2,832,421 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $37,050,112 | 140,800 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $138,227,442 | 525,300 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $27,192,798 | 134,100 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $454,758,076 | 2,242,618 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $6,853,964 | 33,800 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $473,185,849 | 2,239,827 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $3,760,428 | 17,800 | Call | Defined | 2023-08-02 | |
| 2023-06-30 | $18,400,746 | 87,100 | Put | Defined | 2023-08-02 | |
| 2023-03-31 | $24,393,138 | 122,100 | Put | Defined | 2024-06-13 | |
| 2023-03-31 | $272,570,040 | 1,364,351 | Shares | Defined | 2024-06-13 | |
| 2023-03-31 | $9,989,000 | 50,000 | Call | Defined | 2024-06-13 | |
| 2022-12-31 | $503,842 | 3,800 | Call | Defined | 2023-02-01 | |
| 2022-12-31 | $808,799 | 6,100 | Put | Defined | 2023-02-01 | |
| 2022-12-31 | $223,167,662 | 1,683,141 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $11,866,800 | 82,500 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $560,976 | 3,900 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $230,155,360 | 1,600,079 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $331,335,293 | 2,007,606 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $2,145,520 | 13,000 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $41,969,672 | 254,300 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $110,024,224 | 518,200 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $467,465,364 | 2,201,702 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $20,889,486 | 82,200 | Put | Defined | 2022-02-11 | |
| 2021-12-31 | $595,498,252 | 2,343,282 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $720,028,072 | 2,654,775 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $117,546,748 | 433,400 | Put | Defined | 2021-11-12 | |
| 2021-06-30 | $506,055,375 | 2,071,705 | Shares | Defined | 2021-08-12 | |
| 2021-06-30 | $12,213,500 | 50,000 | Put | Defined | 2021-08-12 | |
| 2021-03-31 | $21,187,000 | 100,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $350,211,783 | 1,652,956 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $375,815,781 | 1,688,832 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $1,157,156 | 5,200 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $5,540,997 | 24,900 | Put | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||