Cohen Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Buy |
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|
2025
Q2 | $3.32M | Buy |
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|
2025
Q1 | $3.13M | Buy |
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|
2024
Q4 | $3.75M | Buy |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $3.19M | Buy |
|
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.17M | Buy |
|
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.56M | Buy |
|
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $2.28M | Sell |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.9M | Buy |
|