CCM
Cohen Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Hold |
24,853
| – | – | 1.1% | 28 |
|
|
2025
Q1 | $6.67M | Sell |
24,853
-1,608
| -6% | -$432K | 1.14% | 28 |
|
|
2024
Q4 | $8.85M | Hold |
26,461
| – | – | 1.48% | 22 |
|
|
2024
Q3 | $7.24M | Buy |
26,461
+560
| +2% | +$153K | 1.17% | 26 |
|
|
2024
Q2 | $6.66M | Buy |
25,901
+1,110
| +4% | +$285K | 1.15% | 25 |
|
|
2024
Q1 | $7.47M | Buy |
24,791
+432
| +2% | +$130K | 1.32% | 24 |
|
|
2023
Q4 | $6.41M | Hold |
24,359
| – | – | 1.22% | 25 |
|
|
2023
Q3 | $4.94M | Hold |
24,359
| – | – | 1.01% | 27 |
|
|
2023
Q2 | $5.15M | Sell |
24,359
-6
| -0% | -$1.27K | 1% | 29 |
|
|
2023
Q1 | $4.87M | Hold |
24,365
| – | – | 0.98% | 31 |
|
|
2022
Q4 | $3.23M | Hold |
24,365
| – | – | 0.66% | 42 |
|
|
2022
Q3 | $3.51M | Buy |
24,365
+6
| +0% | +$863 | 0.77% | 36 |
|
|
2022
Q2 | $4.02M | Buy |
24,359
+6,150
| +34% | +$1.01M | 0.82% | 33 |
|
|
2022
Q1 | $3.87M | Buy |
18,209
+1,253
| +7% | +$266K | 0.68% | 40 |
|
|
2021
Q4 | $4.31M | Hold |
16,956
| – | – | 0.71% | 45 |
|
|
2021
Q3 | $4.6M | Hold |
16,956
| – | – | 0.8% | 42 |
|
|
2021
Q2 | $4.14M | Sell |
16,956
-90
| -0.5% | -$22K | 0.71% | 49 |
|
|
2021
Q1 | $3.61M | Buy |
17,046
+16,041
| +1,596% | +$3.4M | 0.66% | 49 |
|
|
2020
Q4 | $224K | Buy |
1,005
+100
| +11% | +$22.3K | 0.04% | 134 |
|
|
2020
Q3 | $227K | Buy |
+905
| New | +$227K | 0.05% | 131 |
|