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Disclosery

SCOTIA CAPITAL INC.: CRM position timeline

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

SCOTIA CAPITAL INC. held 205,040 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,040 shares
    Change vs previous 13F +27,001 shares

    0.12% of the 13F portfolio, value $32,121,929.

    13F-HR 0001335644-26-000003 filed by SCOTIA CAPITAL INC.
    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 178,039 shares
    Change vs previous 13F +16,131 shares

    0.14% of the 13F portfolio, value $33,234,468.

    13F-HR 0001335644-26-000002 filed by SCOTIA CAPITAL INC.
    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 161,908 shares
    Change vs previous 13F -5,066 shares

    0.17% of the 13F portfolio, value $42,886,847.

    13F-HR 0001335644-26-000001 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 166,974 shares
    Change vs previous 13F -26,272 shares

    0.17% of the 13F portfolio, value $39,573,744.

    13F-HR 0001335644-25-000004 filed by SCOTIA CAPITAL INC.
    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 193,246 shares
    Change vs previous 13F +18,077 shares

    0.25% of the 13F portfolio, value $52,693,958.

    13F-HR 0001085146-25-004980 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 175,169 shares
    Change vs previous 13F +8,374 shares

    0.25% of the 13F portfolio, value $47,008,394.

    13F-HR 0001085146-25-002858 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 166,795 shares
    Change vs previous 13F +18,525 shares

    0.29% of the 13F portfolio, value $55,768,481.

    13F-HR 0001085146-25-001198 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 148,270 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $40,583,797.

    13F-HR 0001085146-24-005595 filed by SCOTIA CAPITAL INC.
    Filed (acceptance time not in the bulk data set), ingested

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