Cohen Klingenstein’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	-$334K	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%	-$2.05M	0.28%	63
2021 Q3	$9.86M	Sell	36,359 -3,354	-8%	-$910K	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	$9.98M	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%	+$564K	0.37%	61
2019 Q2	$5.45M	Buy	35,913 +4,073	+13%	+$618K	0.39%	63
2019 Q1	$5.04M	Buy	+31,840	New	+$5.04M	0.35%	59