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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
-4,500
Closed -$321K – 807
2016
Q3 		$321K Buy
+4,500
New +$351K 0.01% 643

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

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.