Arthur M. Cohen & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Sell |
8,602
-465
| -5% | -$96.3K | 0.28% | 48 |
|
|
2025
Q4 | $2.4M | Sell |
9,067
-1,653
| -15% | -$411K | 0.39% | 40 |
|
|
2025
Q3 | $2.54M | Sell |
10,720
-940
| -8% | -$237K | 0.43% | 39 |
|
|
2025
Q2 | $3.18M | Sell |
11,660
-640
| -5% | -$171K | 0.56% | 31 |
|
|
2025
Q1 | $3.3M | Sell |
12,300
-198
| -2% | -$61.6K | 0.63% | 29 |
|
|
2024
Q4 | $4.18M | Hold |
12,498
| – | – | 0.74% | 26 |
|
|
2024
Q3 | $3.39M | Buy |
12,498
+192
| +2% | +$49.2K | 0.61% | 30 |
|
|
2024
Q2 | $3.16M | Buy |
12,306
+438
| +4% | +$117K | 0.58% | 28 |
|
|
2024
Q1 | $3.57M | Buy |
11,868
+1,810
| +18% | +$522K | 0.76% | 25 |
|
|
2023
Q4 | $2.65M | Buy |
10,058
+374
| +4% | +$84.6K | 0.62% | 30 |
|
|
2023
Q3 | $1.96M | Buy |
9,684
+25
| +0.3% | +$5.4K | 0.5% | 29 |
|
|
2023
Q2 | $2.04M | Buy |
9,659
+227
| +2% | +$46.3K | 0.51% | 30 |
|
|
2023
Q1 | $1.88M | Sell |
9,432
-120
| -1% | -$20.3K | 0.51% | 30 |
|
|
2022
Q4 | $1.27M | Sell |
9,552
-120
| -1% | -$17.5K | 0.35% | 42 |
|
|
2022
Q3 | $1.39M | Sell |
9,672
-4,415
| -31% | -$749K | 0.38% | 35 |
|
|
2022
Q2 | $2.33M | Sell |
14,087
-1,390
| -9% | -$246K | 0.58% | 31 |
|
|
2022
Q1 | $3.29M | Sell |
15,477
-1,260
| -8% | -$271K | 0.69% | 27 |
|
|
2021
Q4 | $4.25M | Sell |
16,737
-570
| -3% | -$160K | 0.79% | 25 |
|
|
2021
Q3 | $4.69M | Sell |
17,307
-95
| -0.5% | -$24.1K | 0.95% | 24 |
|
|
2021
Q2 | $4.25M | Sell |
17,402
-255
| -1% | -$58.8K | 0.82% | 24 |
|
|
2021
Q1 | $3.74M | Buy |
17,657
+590
| +3% | +$131K | 0.86% | 22 |
|
|
2020
Q4 | $3.82M | Buy |
17,067
+310
| +2% | +$75.4K | 0.9% | 23 |
|
|
2020
Q3 | $4.21M | Buy |
16,757
+2,020
| +14% | +$442K | 1.09% | 17 |
|
|
2020
Q2 | $2.76M | Buy |
14,737
+13,651
| +1,257% | +$2.3M | 0.83% | 23 |
|
|
2020
Q1 | $1.35M | Sell |
1,086
-8,920
| -89% | -$1.53M | 0.54% | 29 |
|
|
2019
Q4 | $1.63M | Hold |
10,006
| – | – | 0.5% | 34 |
|
|
2019
Q3 | $1.49K | Buy |
10,006
+940
| +10% | +$143K | 0.42% | 37 |
|
|
2019
Q2 | $1.38M | Hold |
9,066
| – | – | 0.47% | 33 |
|
|
2019
Q1 | $1.44M | Buy |
9,066
+115
| +1% | +$17.8K | 0.51% | 30 |
|
|
2018
Q4 | $1.23K | Buy |
8,951
+360
| +4% | +$49.5K | 0.39% | 35 |
|
|
2018
Q3 | $1.37K | Buy |
8,591
+370
| +5% | +$54.9K | 0.42% | 36 |
|
|
2018
Q2 | $1.12M | Buy |
8,221
+3,810
| +86% | +$486K | 0.42% | 39 |
|
|
2018
Q1 | $509K | Sell |
4,411
-4,540
| -51% | -$521K | 0.19% | 72 |
|
|
2017
Q4 | $1.23K | Buy |
+8,951
| New | +$912K | 0.34% | 34 |
|
|
2017
Q2 | $294K | Buy |
+3,411
| New | +$297K | 0.12% | 88 |
|
|
2014
Q3 | $319K | Buy |
+3,411
| New | +$192K | 0.15% | 88 |
|
Other funds holding CRM
VCM
VPM
Arthur M. Cohen & Associates's CRM Position: Q1 2026 in Review
Arthur M. Cohen & Associates reduced its Salesforce (CRM) stake by 5.1% in Q1 2026, selling an estimated $96.3K and leaving 8,602 shares worth $1.6M. The position accounts for 0.28% of the portfolio, ranked #48.
Arthur M. Cohen & Associates first reported a position in CRM in Q3 2014 and has held it in 36 quarters since. The position peaked at $4.69M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Arthur M. Cohen & Associates held 8,602 shares of Salesforce worth $1.6M as of Q1 2026.
- Arthur M. Cohen & Associates sold 465 Salesforce shares in Q1 2026, an estimated $96.3K.
- Salesforce made up 0.28% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #48 holding.
- Arthur M. Cohen & Associates first reported a position in Salesforce in Q3 2014 and has held it in 36 quarters since.
- Arthur M. Cohen & Associates's Salesforce position peaked at $4.69M in Q3 2021.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.