Cohen Klingenstein’s Salesforce CRM Stock Holding History

Cohen Klingenstein’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 Q3	$6.2M	Hold	27,020	–	–	0.18%	60
2026 Q2	$4.23M	Hold	27,020	–	–	0.12%	81
2026 Q1	$5.04M	Hold	27,020	–	–	0.16%	68
2025 Q4	$7.16M	Hold	27,020	–	–	0.22%	54
2025 Q3	$6.4M	Sell	27,020 -280	-1%	-$70.6K	0.2%	61
2025 Q2	$7.44M	Hold	27,300	–	–	0.25%	53
2025 Q1	$7.33M	Hold	27,300	–	–	0.27%	52
2024 Q4	$9.13M	Sell	27,300 -1,000	-4%	-$319K	0.31%	43
2024 Q3	$7.75M	Hold	28,300	–	–	0.27%	57
2024 Q2	$7.28M	Hold	28,300	–	–	0.26%	58
2024 Q1	$8.52M	Hold	28,300	–	–	0.32%	52
2023 Q4	$7.45M	Hold	28,300	–	–	0.3%	53
2023 Q3	$5.74M	Hold	28,300	–	–	0.26%	62
2023 Q2	$5.98M	Hold	28,300	–	–	0.26%	66
2023 Q1	$5.65M	Hold	28,300	–	–	0.27%	68
2022 Q4	$3.75M	Hold	28,300	–	–	0.19%	86
2022 Q3	$4.07M	Hold	28,300	–	–	0.22%	79
2022 Q2	$4.67M	Hold	28,300	–	–	0.23%	77
2022 Q1	$6.01M	Hold	28,300	–	–	0.25%	69
2021 Q4	$7.19M	Sell	28,300 -8,059	-22%	-$2.26M	0.28%	63
2021 Q3	$9.9M	Sell	36,359 -3,354	-8%	-$852K	0.43%	47
2021 Q2	$9.7M	Hold	39,713	–	–	0.42%	52
2021 Q1	$8.41M	Hold	39,713	–	–	0.39%	53
2020 Q4	$8.84M	Hold	39,713	–	–	0.44%	46
2020 Q3	$10M	Hold	39,713	–	–	0.56%	37
2020 Q2	$7.44M	Hold	39,713	–	–	0.46%	49
2020 Q1	$5.72M	Hold	39,713	–	–	0.42%	55
2019 Q4	$6.46M	Hold	39,713	–	–	0.38%	62
2019 Q3	$5.9M	Buy	39,713 +3,800	+11%	+$577K	0.37%	61
2019 Q2	$5.45M	Buy	35,913 +4,073	+13%	+$638K	0.39%	63
2019 Q1	$5.04M	Buy	+31,840	New	+$4.94M	0.35%	59

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cohen Klingenstein's CRM Position: Q3 2026 in Review

Cohen Klingenstein held its Salesforce (CRM) position steady in Q3 2026 at 27,020 shares worth $6.2M. The position accounts for 0.18% of the portfolio, ranked #60.

Cohen Klingenstein first reported a position in CRM in Q1 2019 and has held it in 31 quarters since. The position peaked at $10M in Q3 2020. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Cohen Klingenstein held 27,020 shares of Salesforce worth $6.2M as of Q3 2026.
Cohen Klingenstein left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.18% of Cohen Klingenstein's portfolio in Q3 2026, its #60 holding.
Cohen Klingenstein first reported a position in Salesforce in Q1 2019 and has held it in 31 quarters since.
Cohen Klingenstein's Salesforce position peaked at $10M in Q3 2020.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.