AMCA
Arthur M. Cohen & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
11,660
-640
| -5% | -$175K | 0.56% | 31 |
|
|
2025
Q1 | $3.3M | Sell |
12,300
-198
| -2% | -$53.1K | 0.63% | 29 |
|
|
2024
Q4 | $4.18M | Hold |
12,498
| – | – | 0.74% | 26 |
|
|
2024
Q3 | $3.39M | Buy |
12,498
+192
| +2% | +$52K | 0.61% | 30 |
|
|
2024
Q2 | $3.16M | Buy |
12,306
+438
| +4% | +$113K | 0.58% | 28 |
|
|
2024
Q1 | $3.57M | Buy |
11,868
+1,810
| +18% | +$545K | 0.76% | 25 |
|
|
2023
Q4 | $2.65M | Buy |
10,058
+374
| +4% | +$98.4K | 0.62% | 30 |
|
|
2023
Q3 | $1.96M | Buy |
9,684
+25
| +0.3% | +$5.07K | 0.5% | 29 |
|
|
2023
Q2 | $2.04M | Buy |
9,659
+227
| +2% | +$47.9K | 0.51% | 30 |
|
|
2023
Q1 | $1.88M | Sell |
9,432
-120
| -1% | -$24K | 0.51% | 30 |
|
|
2022
Q4 | $1.27M | Sell |
9,552
-120
| -1% | -$15.9K | 0.35% | 42 |
|
|
2022
Q3 | $1.39M | Sell |
9,672
-4,415
| -31% | -$635K | 0.38% | 35 |
|
|
2022
Q2 | $2.33M | Sell |
14,087
-1,390
| -9% | -$229K | 0.58% | 31 |
|
|
2022
Q1 | $3.29M | Sell |
15,477
-1,260
| -8% | -$268K | 0.69% | 27 |
|
|
2021
Q4 | $4.25M | Sell |
16,737
-570
| -3% | -$145K | 0.79% | 25 |
|
|
2021
Q3 | $4.69M | Sell |
17,307
-95
| -0.5% | -$25.8K | 0.95% | 24 |
|
|
2021
Q2 | $4.25M | Sell |
17,402
-255
| -1% | -$62.3K | 0.82% | 24 |
|
|
2021
Q1 | $3.74M | Buy |
17,657
+590
| +3% | +$125K | 0.86% | 22 |
|
|
2020
Q4 | $3.82M | Buy |
17,067
+310
| +2% | +$69.4K | 0.9% | 23 |
|
|
2020
Q3 | $4.21M | Buy |
16,757
+2,020
| +14% | +$508K | 1.09% | 17 |
|
|
2020
Q2 | $2.76M | Buy |
14,737
+13,651
| +1,257% | +$2.56M | 0.83% | 23 |
|
|
2020
Q1 | $1.35M | Sell |
1,086
-8,920
| -89% | -$11.1M | 0.54% | 29 |
|
|
2019
Q4 | $1.63M | Hold |
10,006
| – | – | 0.5% | 34 |
|
|
2019
Q3 | $1.49K | Buy |
10,006
+940
| +10% | +$140 | 0.42% | 37 |
|
|
2019
Q2 | $1.38M | Hold |
9,066
| – | – | 0.47% | 33 |
|
|
2019
Q1 | $1.44M | Buy |
9,066
+115
| +1% | +$18.2K | 0.51% | 30 |
|
|
2018
Q4 | $1.23K | Buy |
8,951
+360
| +4% | +$49 | 0.39% | 35 |
|
|
2018
Q3 | $1.37K | Buy |
8,591
+370
| +5% | +$59 | 0.42% | 36 |
|
|
2018
Q2 | $1.12M | Buy |
8,221
+3,810
| +86% | +$520K | 0.42% | 39 |
|
|
2018
Q1 | $509K | Sell |
4,411
-4,540
| -51% | -$524K | 0.19% | 72 |
|
|
2017
Q4 | $1.23K | Buy |
+8,951
| New | +$1.23K | 0.34% | 34 |
|
|
2017
Q2 | $294K | Buy |
+3,411
| New | +$294K | 0.12% | 88 |
|
|
2014
Q3 | $319K | Buy |
+3,411
| New | +$319K | 0.15% | 88 |
|