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Bank of Nova Scotia Trust’s Salesforce CRM Stock Holding History

Bank of Nova Scotia Trust’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.53M Buy
34,991
+388
+1% +$80.4K 0.56% 38
2025
Q4 		$9.17M Sell
34,603
-288
-0.8% -$71.6K 0.8% 36
2025
Q3 		$8.27M Buy
34,891
+1,378
+4% +$348K 0.77% 34
2025
Q2 		$9.14M Buy
33,513
+2,318
+7% +$620K 0.9% 36
2025
Q1 		$8.37M Buy
31,195
+505
+2% +$157K 0.89% 38
2024
Q4 		$10.3M Buy
30,690
+1,422
+5% +$454K 1.08% 32
2024
Q3 		$8.01M Buy
29,268
+848
+3% +$217K 0.81% 37
2024
Q2 		$7.31M Buy
28,420
+3,592
+14% +$961K 0.82% 38
2024
Q1 		$7.48M Buy
24,828
+4,249
+21% +$1.23M 0.81% 37
2023
Q4 		$5.42M Buy
20,579
+3,166
+18% +$717K 0.61% 40
2023
Q3 		$3.53M Sell
17,413
-1,810
-9% -$391K 0.42% 48
2023
Q2 		$4.06M Buy
19,223
+1,252
+7% +$256K 0.42% 46
2023
Q1 		$3.59M Buy
17,971
+208
+1% +$35.1K 0.39% 48
2022
Q4 		$2.36M Buy
17,763
+124
+0.7% +$18.1K 0.26% 56
2022
Q3 		$2.54M Buy
17,639
+1,604
+10% +$272K 0.29% 53
2022
Q2 		$2.65M Buy
16,035
+1,750
+12% +$309K 0.27% 51
2022
Q1 		$3.03M Buy
14,285
+13,286
+1,330% +$2.86M 0.26% 50
2021
Q4 		$254K Sell
999
-1
-0.1% -$281 0.02% 125
2021
Q3 		$271K Buy
1,000
+1
+0.1% +$254 0.02% 121
2021
Q2 		$244K Sell
999
-1
-0.1% -$230 0.02% 126
2021
Q1 		$212K Sell
1,000
-2
-0.2% -$445 0.02% 135
2020
Q4 		$223K Buy
1,002
+3
+0.3% +$730 0.02% 126
2020
Q3 		$251K Buy
+999
New +$219K 0.03% 103

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Nova Scotia Trust's CRM Position: Q1 2026 in Review

Bank of Nova Scotia Trust increased its Salesforce (CRM) stake by 1.1% in Q1 2026, buying an estimated $80.4K and bringing the position to 34,991 shares worth $6.53M. The position accounts for 0.56% of the portfolio, ranked #38.

Bank of Nova Scotia Trust first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.3M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bank of Nova Scotia Trust held 34,991 shares of Salesforce worth $6.53M as of Q1 2026.
  • Bank of Nova Scotia Trust bought 388 Salesforce shares in Q1 2026, an estimated $80.4K.
  • Salesforce made up 0.56% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #38 holding.
  • Bank of Nova Scotia Trust first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Bank of Nova Scotia Trust's Salesforce position peaked at $10.3M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.