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 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	$9.86M	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	$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	$5.89M	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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Cohen Klingenstein's CRM Position: Q2 2026 in Review

Cohen Klingenstein held its Salesforce (CRM) position steady in Q2 2026 at 27,020 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #81.

Cohen Klingenstein first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.98M in Q3 2020. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cohen Klingenstein held 27,020 shares of Salesforce worth $4.23M as of Q2 2026.
Cohen Klingenstein left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.12% of Cohen Klingenstein's portfolio in Q2 2026, its #81 holding.
Cohen Klingenstein first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
Cohen Klingenstein's Salesforce position peaked at $9.98M in Q3 2020.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.