Cohen & Steers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
1,400
+316
| +29% | +$86.2K | ﹤0.01% | 309 |
|
|
2025
Q1 | $291K | Buy |
1,084
+1,040
| +2,364% | +$279K | ﹤0.01% | 317 |
|
|
2024
Q4 | $15K | Hold |
44
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $12K | Sell |
44
-45
| -51% | -$12.3K | ﹤0.01% | 381 |
|
|
2024
Q2 | $23K | Hold |
89
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $27K | Sell |
89
-5
| -5% | -$1.52K | ﹤0.01% | 365 |
|
|
2023
Q4 | $25K | Hold |
94
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $19K | Hold |
94
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $20K | Sell |
94
-106
| -53% | -$22.6K | ﹤0.01% | 373 |
|
|
2023
Q1 | $40K | Hold |
200
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $27K | Hold |
200
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $29K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $33K | Sell |
200
-155
| -44% | -$25.6K | ﹤0.01% | 370 |
|
|
2022
Q1 | $75K | Buy |
355
+76
| +27% | +$16.1K | ﹤0.01% | 347 |
|
|
2021
Q4 | $71K | Buy |
279
+7
| +3% | +$1.78K | ﹤0.01% | 346 |
|
|
2021
Q3 | $74K | Sell |
272
-158
| -37% | -$43K | ﹤0.01% | 340 |
|
|
2021
Q2 | $105K | Buy |
430
+35
| +9% | +$8.55K | ﹤0.01% | 346 |
|
|
2021
Q1 | $84K | Buy |
395
+43
| +12% | +$9.14K | ﹤0.01% | 353 |
|
|
2020
Q4 | $78K | Buy |
352
+135
| +62% | +$29.9K | ﹤0.01% | 348 |
|
|
2020
Q3 | $55K | Sell |
217
-540
| -71% | -$137K | ﹤0.01% | 347 |
|
|
2020
Q2 | $142K | Sell |
757
-1,955
| -72% | -$367K | ﹤0.01% | 337 |
|
|
2020
Q1 | $390K | Buy |
2,712
+2,353
| +655% | +$338K | ﹤0.01% | 294 |
|
|
2019
Q4 | $58K | Buy |
359
+78
| +28% | +$12.6K | ﹤0.01% | 372 |
|
|
2019
Q3 | $42K | Hold |
281
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $43K | Hold |
281
| – | – | ﹤0.01% | 386 |
|
|
2019
Q1 | $45K | Buy |
281
+58
| +26% | +$9.29K | ﹤0.01% | 405 |
|
|
2018
Q4 | $31K | Sell |
223
-151
| -40% | -$21K | ﹤0.01% | 403 |
|
|
2018
Q3 | $59K | Sell |
374
-33
| -8% | -$5.21K | ﹤0.01% | 402 |
|
|
2018
Q2 | $56K | Sell |
407
-12
| -3% | -$1.65K | ﹤0.01% | 425 |
|
|
2018
Q1 | $49K | Buy |
+419
| New | +$49K | ﹤0.01% | 426 |
|