Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,166,876
+$23,317,932 QoQ
Shares Held
581,941
+60.1% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#130
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)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$65,797,200
CallShares
420,000
PutValue
$6,266,400
PutShares
40,000
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 Jun 30, 2026TORONTO DOMINION BANK holds $1,229,461,663 across 46 Software - Application names. CRM ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
4,432,439 | $506,095,884 | |
| 2 | NOW |
ServiceNow, Inc.
|
943,516 | $93,672,267 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
581,941 | $91,166,876 | |
| 4 | DDOG |
Datadog, Inc.
|
319,444 | $83,170,438 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,110,794 | $80,154,893 | |
| 6 | SNOW |
Snowflake Inc.
|
222,831 | $56,710,489 | |
| 7 | ADBE |
Adobe Inc.
|
274,061 | $56,187,984 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
113,119 | $42,455,821 |
All Filings in CRM
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,797,200 | 420,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $6,266,400 | 40,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $91,166,876 | 581,941 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $61,601,100 | 330,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $67,848,944 | 363,470 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $145,098,623 | 547,728 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $15,894,600 | 60,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $5,298,200 | 20,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $136,536,174 | 576,102 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $122,359,546 | 448,713 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $137,073,187 | 510,781 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,774,939 | 8,300 | Call | Sole | 2025-02-19 | |
| 2024-12-31 | $169,770,766 | 507,794 | Shares | Defined | 2025-02-19 | |
| 2024-12-31 | $33,433,000 | 100,000 | Put | Sole | 2025-02-19 | |
| 2024-09-30 | $187,792,429 | 686,100 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $189,343,608 | 736,459 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $190,978,538 | 634,101 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $169,799,504 | 645,282 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $116,478,656 | 574,409 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $132,334,319 | 626,405 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $120,705,077 | 604,190 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $97,405,518 | 734,637 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $87,043,045 | 605,138 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $112,178,015 | 679,702 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $140,266,233 | 660,636 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $175,060,498 | 688,862 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $191,975,209 | 707,821 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $169,627,437 | 694,426 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $124,683,162 | 588,489 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $133,273,883 | 598,903 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $125,147,808 | 497,962 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $86,956,336 | 464,188 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $65,415,296 | 454,336 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||