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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
2016
Q4 		– Sell
-4,000
Closed -$285K – 806
2016
Q3 		$285K Buy
+4,000
New +$312K 0.01% 670

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Scotia Capital's CRM Position: Q2 2026 in Review

Scotia Capital increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $4.75M and bringing the position to 205,040 shares worth $32.1M. The position accounts for 0.12% of the portfolio, ranked #107.

Scotia Capital first reported a position in CRM in Q1 2014 and has held it in 46 quarters since. The position peaked at $55.8M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Scotia Capital held 205,040 shares of Salesforce worth $32.1M as of Q2 2026.
  • Scotia Capital bought 27,001 Salesforce shares in Q2 2026, an estimated $4.75M.
  • Salesforce made up 0.12% of Scotia Capital's portfolio in Q2 2026, its #107 holding.
  • Scotia Capital first reported a position in Salesforce in Q1 2014 and has held it in 46 quarters since.
  • Scotia Capital's Salesforce position peaked at $55.8M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.