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Cohen Investment Advisors’s Salesforce CRM Stock Holding History

Cohen Investment Advisors’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
Q1 		$2.45M Sell
13,146
-254
-2% -$52.6K 1.17% 38
2025
Q4 		$3.55M Buy
13,400
+460
+4% +$114K 1.63% 28
2025
Q3 		$3.07M Buy
12,940
+753
+6% +$190K 1.49% 33
2025
Q2 		$3.32M Buy
12,187
+509
+4% +$136K 1.74% 27
2025
Q1 		$3.13M Buy
11,678
+456
+4% +$142K 1.82% 26
2024
Q4 		$3.75M Buy
11,222
+42
+0.4% +$13.4K 2.26% 13
2024
Q3 		$3.06M Buy
11,180
+1,034
+10% +$265K 1.87% 22
2024
Q2 		$2.06M Sell
10,146
-447
-4% -$120K 1.65% 27
2024
Q1 		$3.19M Buy
10,593
+368
+4% +$106K 2.07% 15
2023
Q4 		$2.69M Buy
10,225
+79
+0.8% +$17.9K 1.98% 20
2023
Q3 		$2.06M Sell
10,146
-122
-1% -$26.4K 1.65% 27
2023
Q2 		$2.17M Buy
10,268
+329
+3% +$67.2K 1.74% 26
2023
Q1 		$1.99M Sell
9,939
-10
-0.1% -$1.69K 1.57% 31
2022
Q4 		$1.32M Buy
9,949
+229
+2% +$33.4K 1.1% 39
2022
Q3 		$1.4M Buy
9,720
+267
+3% +$45.3K 1.28% 36
2022
Q2 		$1.56M Buy
9,453
+370
+4% +$65.4K 1.34% 37
2022
Q1 		$1.93M Buy
9,083
+119
+1% +$25.6K 1.43% 36
2021
Q4 		$2.28M Sell
8,964
-17
-0.2% -$4.78K 1.62% 29
2021
Q3 		$2.44M Buy
8,981
+74
+0.8% +$18.8K 1.87% 21
2021
Q2 		$2.18M Sell
8,907
-29
-0.3% -$6.68K 1.69% 29
2021
Q1 		$1.85M Buy
8,936
+381
+4% +$84.8K 1.5% 36
2020
Q4 		$1.9M Buy
+8,555
New +$2.08M 1.72% 27

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cohen Investment Advisors's CRM Position: Q1 2026 in Review

Cohen Investment Advisors reduced its Salesforce (CRM) stake by 1.9% in Q1 2026, selling an estimated $52.6K and leaving 13,146 shares worth $2.45M. The position accounts for 1.17% of the portfolio, ranked #38.

Cohen Investment Advisors first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.75M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cohen Investment Advisors held 13,146 shares of Salesforce worth $2.45M as of Q1 2026.
  • Cohen Investment Advisors sold 254 Salesforce shares in Q1 2026, an estimated $52.6K.
  • Salesforce made up 1.17% of Cohen Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Cohen Investment Advisors first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Salesforce position peaked at $3.75M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.