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Cohen Capital Management’s Salesforce CRM Stock Holding History

Cohen Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Sell
23,445
-1,530
-6% -$269K 0.5% 52
2026
Q1 		$4.66M Sell
24,975
-428
-2% -$88.7K 0.72% 37
2025
Q4 		$6.73M Buy
25,403
+30
+0.1% +$7.46K 1.01% 28
2025
Q3 		$6.01M Buy
25,373
+520
+2% +$131K 0.94% 31
2025
Q2 		$6.78M Hold
24,853
– – 1.1% 28
2025
Q1 		$6.67M Sell
24,853
-1,608
-6% -$500K 1.14% 28
2024
Q4 		$8.85M Hold
26,461
– – 1.48% 22
2024
Q3 		$7.24M Buy
26,461
+560
+2% +$143K 1.17% 26
2024
Q2 		$6.66M Buy
25,901
+1,110
+4% +$297K 1.15% 25
2024
Q1 		$7.47M Buy
24,791
+432
+2% +$125K 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% -$1.23K 1% 29
2023
Q1 		$4.87M Hold
24,365
– – 0.98% 31
2022
Q4 		$3.23M Hold
24,365
– – 0.66% 42
2022
Q3 		$3.5M Buy
24,365
+6
+0% +$1.02K 0.77% 36
2022
Q2 		$4.02M Buy
24,359
+6,150
+34% +$1.09M 0.82% 33
2022
Q1 		$3.87M Buy
18,209
+1,253
+7% +$270K 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% -$20.7K 0.71% 49
2021
Q1 		$3.61M Buy
17,046
+16,041
+1,596% +$3.57M 0.66% 49
2020
Q4 		$224K Buy
1,005
+100
+11% +$24.3K 0.04% 134
2020
Q3 		$227K Buy
+905
New +$198K 0.05% 131

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen Capital Management's CRM Position: Q2 2026 in Review

Cohen Capital Management reduced its Salesforce (CRM) stake by 6.1% in Q2 2026, selling an estimated $269K and leaving 23,445 shares worth $3.67M. The position accounts for 0.5% of the portfolio, ranked #52.

Cohen Capital Management first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.85M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cohen Capital Management held 23,445 shares of Salesforce worth $3.67M as of Q2 2026.
  • Cohen Capital Management sold 1,530 Salesforce shares in Q2 2026, an estimated $269K.
  • Salesforce made up 0.5% of Cohen Capital Management's portfolio in Q2 2026, its #52 holding.
  • Cohen Capital Management first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Cohen Capital Management's Salesforce position peaked at $8.85M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.