Cohen Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
12,187
+509
| +4% | +$139K | 1.74% | 27 |
|
|
2025
Q1 | $3.13M | Buy |
11,678
+456
| +4% | +$122K | 1.82% | 26 |
|
|
2024
Q4 | $3.75M | Buy |
11,222
+42
| +0.4% | +$14K | 2.26% | 13 |
|
|
2024
Q3 | $3.06M | Buy |
11,180
+1,034
| +10% | +$283K | 1.87% | 22 |
|
|
2024
Q2 | $2.06M | Sell |
10,146
-447
| -4% | -$90.6K | 1.65% | 27 |
|
|
2024
Q1 | $3.19M | Buy |
10,593
+368
| +4% | +$111K | 2.07% | 15 |
|
|
2023
Q4 | $2.69M | Buy |
10,225
+79
| +0.8% | +$20.8K | 1.98% | 20 |
|
|
2023
Q3 | $2.06M | Sell |
10,146
-122
| -1% | -$24.7K | 1.65% | 27 |
|
|
2023
Q2 | $2.17M | Buy |
10,268
+329
| +3% | +$69.5K | 1.74% | 26 |
|
|
2023
Q1 | $1.99M | Sell |
9,939
-10
| -0.1% | -$2K | 1.57% | 31 |
|
|
2022
Q4 | $1.32M | Buy |
9,949
+229
| +2% | +$30.4K | 1.1% | 39 |
|
|
2022
Q3 | $1.4M | Buy |
9,720
+267
| +3% | +$38.4K | 1.28% | 36 |
|
|
2022
Q2 | $1.56M | Buy |
9,453
+370
| +4% | +$61K | 1.34% | 37 |
|
|
2022
Q1 | $1.93M | Buy |
9,083
+119
| +1% | +$25.3K | 1.43% | 36 |
|
|
2021
Q4 | $2.28M | Sell |
8,964
-17
| -0.2% | -$4.32K | 1.62% | 29 |
|
|
2021
Q3 | $2.44M | Buy |
8,981
+74
| +0.8% | +$20.1K | 1.87% | 21 |
|
|
2021
Q2 | $2.18M | Sell |
8,907
-29
| -0.3% | -$7.09K | 1.69% | 29 |
|
|
2021
Q1 | $1.85M | Buy |
8,936
+381
| +4% | +$79K | 1.5% | 36 |
|
|
2020
Q4 | $1.9M | Buy |
+8,555
| New | +$1.9M | 1.72% | 27 |
|