Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,713,818
+$53,134,812 QoQ
Shares Held
374,785
+1154.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#176
of 2,450 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 Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$52,982
PutShares
200
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, 2026BANK OF NOVA SCOTIA holds $1,293,069,221 across 40 Software - Application names. CRM ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
4,031,656 | $460,334,481 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,148,614 | $213,314,397 | |
| 3 | ADP |
Automatic Data Processing Inc
|
352,309 | $78,899,600 | |
| 4 | UBER |
Uber Technologies, Inc
|
920,668 | $66,435,401 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
374,785 | $58,713,818 | |
| 6 | ESTC |
Elastic N.V.
|
877,660 | $50,044,173 | |
| 7 | ADBE |
Adobe Inc.
|
219,086 | $44,917,011 | |
| 8 | INTU |
Intuit Inc.
|
145,413 | $37,952,793 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,713,818 | 374,785 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,579,006 | 29,887 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $227,056,213 | 857,107 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $52,982 | 200 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $232,613,130 | 981,490 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $47,400 | 200 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $158,655,677 | 581,817 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $149,348,511 | 556,523 | Shares | Defined | 2025-07-02 | |
| 2024-12-31 | $299,268,142 | 895,128 | Shares | Defined | 2025-07-02 | |
| 2024-09-30 | $190,280,452 | 695,190 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,520,872 | 320,968 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $50,457,587 | 167,533 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $187,499,879 | 712,548 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $42,695,934 | 210,553 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,971,673 | 94,536 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $18,019,955 | 90,199 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,555,811 | 170,117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $52,771,299 | 366,875 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $40,345,676 | 244,460 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $180,682,832 | 850,993 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $278,336,897 | 1,095,254 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $101,652,000 | 400,000 | Put | Defined | 2022-02-11 | |
| 2021-09-30 | $220,796,132 | 814,085 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $58,457,474 | 239,315 | Shares | Defined | 2021-08-12 | |
| 2021-06-30 | $24,427,000 | 100,000 | Put | Defined | 2021-08-12 | |
| 2021-03-31 | $47,760,582 | 225,424 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $46,141,816 | 207,351 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $183,089,886 | 728,513 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,837,089 | 111,232 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $17,095,321 | 118,734 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||