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Disclosery

Canoe Financial LP: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canoe Financial LP on CRM, newest first. How the timeline and the estimate are built.

Canoe Financial LP held 32,500 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,500 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $5,091,450.

    13F-HR 0001908219-26-000005 filed by Canoe Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,500 shares
    Change vs previous 13F +32,500 shares

    0.08% of the 13F portfolio, value $6,066,775.

    13F-HR 0001908219-26-000004 filed by Canoe Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -244,683 shares

    13F-HR 0001908219-26-000003 filed by Canoe Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 244,683 shares
    Change vs previous 13F +34,420 shares

    0.83% of the 13F portfolio, value $57,989,871.

    13F-HR 0001908219-25-000010 filed by Canoe Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 210,263 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $57,336,617.

    13F-HR 0001908219-25-000006 filed by Canoe Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).