Cohen Klingenstein’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 | $6.4M | Sell |
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|
2025
Q2 | $7.44M | Hold |
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|
2025
Q1 | $7.33M | Hold |
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|
2024
Q4 | $9.13M | Sell |
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|
2024
Q3 | $7.75M | Hold |
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|
2024
Q2 | $7.28M | Hold |
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|
2024
Q1 | $8.52M | Hold |
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|
2023
Q4 | $7.45M | Hold |
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|
2023
Q3 | $5.74M | Hold |
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|
2023
Q2 | $5.98M | Hold |
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|
2023
Q1 | $5.65M | Hold |
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|
2022
Q4 | $3.75M | Hold |
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|
2022
Q3 | $4.07M | Hold |
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|
2022
Q2 | $4.67M | Hold |
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|
2022
Q1 | $6.01M | Hold |
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|
2021
Q4 | $7.19M | Sell |
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|
2021
Q3 | $9.86M | Sell |
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|
2021
Q2 | $9.7M | Hold |
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|
2021
Q1 | $8.41M | Hold |
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|
2020
Q4 | $8.84M | Hold |
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|
2020
Q3 | $9.98M | Hold |
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|
2020
Q2 | $7.44M | Hold |
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|
2020
Q1 | $5.72M | Hold |
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|
2019
Q4 | $6.46M | Hold |
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|
2019
Q3 | $5.89M | Buy |
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|
2019
Q2 | $5.45M | Buy |
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|
2019
Q1 | $5.04M | Buy |
|