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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
Q2 		$2.13M Buy
13,612
+466
+4% +$81.9K 0.96% 37
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 $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 Investment Advisors's CRM Position: Q2 2026 in Review

Cohen Investment Advisors increased its Salesforce (CRM) stake by 3.5% in Q2 2026, buying an estimated $81.9K and bringing the position to 13,612 shares worth $2.13M. The position accounts for 0.96% of the portfolio, ranked #37.

Cohen Investment Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.75M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cohen Investment Advisors held 13,612 shares of Salesforce worth $2.13M as of Q2 2026.
  • Cohen Investment Advisors bought 466 Salesforce shares in Q2 2026, an estimated $81.9K.
  • Salesforce made up 0.96% of Cohen Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Cohen Investment Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's Salesforce position peaked at $3.75M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.