Scotia Capital’s Salesforce CRM Stock Holding History

Scotia Capital’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	$33.2M	Buy	178,039 +16,131	+10%	+$3.34M	0.14%	98
2025 Q4	$42.9M	Sell	161,908 -5,066	-3%	-$1.26M	0.17%	88
2025 Q3	$39.6M	Sell	166,974 -26,272	-14%	-$6.63M	0.17%	88
2025 Q2	$52.7M	Buy	193,246 +18,077	+10%	+$4.83M	0.25%	71
2025 Q1	$47M	Buy	175,169 +8,374	+5%	+$2.6M	0.25%	68
2024 Q4	$55.8M	Buy	166,795 +18,525	+12%	+$5.91M	0.29%	59
2024 Q3	$40.6M	Sell	148,270 -13,355	-8%	-$3.42M	0.22%	71
2024 Q2	$41.6M	Sell	161,625 -9,636	-6%	-$2.58M	0.24%	65
2024 Q1	$51.6M	Sell	171,261 -19,028	-10%	-$5.49M	0.31%	55
2023 Q4	$50.1M	Buy	190,289 +1,783	+0.9%	+$404K	0.32%	54
2023 Q3	$38.2M	Buy	188,506 +13,578	+8%	+$2.93M	0.28%	59
2023 Q2	$37M	Sell	174,928 -631	-0.4%	-$129K	0.25%	62
2023 Q1	$35.1M	Buy	175,559 +7,840	+5%	+$1.32M	0.26%	67
2022 Q4	$22.2M	Sell	167,719 -73,243	-30%	-$10.7M	0.17%	92
2022 Q3	$34.7M	Buy	240,962 +15,020	+7%	+$2.55M	0.28%	62
2022 Q2	$37.3M	Sell	225,942 -7,596	-3%	-$1.34M	0.28%	63
2022 Q1	$49.6M	Buy	233,538 +20,613	+10%	+$4.44M	0.31%	58
2021 Q4	$54.1M	Buy	212,925 +27,965	+15%	+$7.86M	0.35%	57
2021 Q3	$50.2M	Buy	184,960 +8,504	+5%	+$2.16M	0.37%	55
2021 Q2	$43.1M	Buy	176,456 +23,718	+16%	+$5.47M	0.32%	62
2021 Q1	$32.4M	Buy	152,738 +37,724	+33%	+$8.4M	0.26%	71
2020 Q4	$25.6M	Buy	115,014 +32,995	+40%	+$8.02M	0.24%	81
2020 Q3	$20.6M	Sell	82,019 -1,484	-2%	-$325K	0.22%	86
2020 Q2	$15.7M	Buy	83,503 +890	+1%	+$150K	0.22%	77
2020 Q1	$11.9M	Buy	82,613 +2,178	+3%	+$373K	0.17%	91
2019 Q4	$13.1M	Buy	80,435 +3,566	+5%	+$559K	0.15%	95
2019 Q3	$11.4M	Buy	76,869 +10,219	+15%	+$1.55M	0.13%	99
2019 Q2	$10.1M	Buy	66,650 +5,820	+10%	+$912K	0.12%	105
2019 Q1	$9.63M	Buy	60,830 +10,048	+20%	+$1.56M	0.12%	106
2018 Q4	$6.96M	Buy	50,782 +3,592	+8%	+$494K	0.1%	126
2018 Q3	$7.5M	Buy	47,190 +3,578	+8%	+$531K	0.1%	132
2018 Q2	$5.04M	Buy	43,612 +554	+1%	+$70.7K	0.07%	164
2018 Q1	$5.01M	Buy	43,058 +2,880	+7%	+$331K	0.07%	164
2017 Q4	$4.11M	Buy	40,178 +1,022	+3%	+$104K	0.05%	189
2017 Q3	$3.66M	Sell	39,156 -2,418	-6%	-$222K	0.05%	201
2017 Q2	$3.6M	Buy	41,574 +3,353	+9%	+$292K	0.06%	181
2017 Q1	$3.16M	Sell	38,221 -16,614	-30%	-$1.33M	0.05%	211
2016 Q4	$3.76M	Buy	54,835 +26,112	+91%	+$1.9M	0.06%	206
2016 Q3	$2.05M	Buy	28,723 +8,885	+45%	+$693K	0.04%	295
2016 Q2	$1.58M	Sell	19,838 -678	-3%	-$53.2K	0.03%	311
2016 Q1	$1.51M	Buy	20,516 +4,707	+30%	+$324K	0.03%	288
2015 Q4	$1.24M	Hold	15,809	–	–	0.03%	362
2015 Q3	$1.1M	Buy	+15,809	New	+$1.12M	0.02%	371
2014 Q3	–	Sell	-4,241	Closed	-$246K	–	586
2014 Q2	$246K	Buy	4,241 +141	+3%	+$7.62K	0.01%	501
2014 Q1	$234K	Buy	+4,100	New	+$245K	0.01%	508

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Scotia Capital's CRM Position: Q1 2026 in Review

Scotia Capital increased its Salesforce (CRM) stake by 10% in Q1 2026, buying an estimated $3.34M and bringing the position to 178,039 shares worth $33.2M. The position accounts for 0.14% of the portfolio, ranked #98.

Scotia Capital first reported a position in CRM in Q1 2014 and has held it in 45 quarters since. The position peaked at $55.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Scotia Capital held 178,039 shares of Salesforce worth $33.2M as of Q1 2026.
Scotia Capital bought 16,131 Salesforce shares in Q1 2026, an estimated $3.34M.
Salesforce made up 0.14% of Scotia Capital's portfolio in Q1 2026, its #98 holding.
Scotia Capital first reported a position in Salesforce in Q1 2014 and has held it in 45 quarters since.
Scotia Capital's Salesforce position peaked at $55.8M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.