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Cooper Financial Group’s Salesforce CRM Stock Holding History

Cooper Financial Group’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 		$1.48M Buy
6,466
+269
+4% +$55.5K 0.12% 130
2026
Q2 		$971K Sell
6,197
-662
-10% -$116K 0.08% 177
2026
Q1 		$1.28M Sell
6,859
-1,039
-13% -$215K 0.13% 129
2025
Q4 		$2.09M Buy
7,898
+969
+14% +$241K 0.22% 79
2025
Q3 		$1.64M Sell
6,929
-875
-11% -$221K 0.18% 91
2025
Q2 		$2.13M Buy
7,804
+563
+8% +$151K 0.25% 72
2025
Q1 		$1.94M Buy
7,241
+668
+10% +$208K 0.26% 81
2024
Q4 		$2.2M Buy
6,573
+262
+4% +$83.6K 0.26% 63
2024
Q3 		$1.73M Buy
6,311
+166
+3% +$42.5K 0.22% 79
2024
Q2 		$1.58M Sell
6,145
-398
-6% -$106K 0.23% 81
2024
Q1 		$1.97M Buy
6,543
+503
+8% +$145K 0.32% 58
2023
Q4 		$1.59M Buy
6,040
+1,322
+28% +$299K 0.29% 65
2023
Q3 		$957K Sell
4,718
-205
-4% -$44.3K 0.23% 107
2023
Q2 		$1.04M Buy
4,923
+736
+18% +$150K 0.26% 92
2023
Q1 		$836K Buy
4,187
+764
+22% +$129K 0.23% 110
2022
Q4 		$454K Buy
3,423
+218
+7% +$31.8K 0.14% 158
2022
Q3 		$461K Buy
3,205
+191
+6% +$32.4K 0.17% 132
2022
Q2 		$497K Buy
3,014
+809
+37% +$143K 0.18% 127
2022
Q1 		$468K Buy
2,205
+237
+12% +$51K 0.18% 117
2021
Q4 		$500K Sell
1,968
-537
-21% -$151K 0.19% 115
2021
Q3 		$679K Buy
2,505
+132
+6% +$33.5K 0.14% 104
2021
Q2 		$580K Sell
2,373
-135
-5% -$31.1K 0.12% 108
2021
Q1 		$531K Sell
2,508
-1,325
-35% -$295K 0.12% 118
2020
Q4 		$853K Buy
3,833
+2,402
+168% +$584K 0.17% 98
2020
Q3 		$360K Buy
1,431
+168
+13% +$36.8K 0.1% 134
2020
Q2 		$237K Sell
1,263
-480
-28% -$80.9K 0.08% 161
2020
Q1 		$251K Buy
1,743
+170
+11% +$29.1K 0.1% 122
2019
Q4 		$256K Sell
1,573
-189
-11% -$29.6K 0.1% 127
2019
Q3 		$262K Buy
+1,762
New +$268K 0.12% 111

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Cooper Financial Group's CRM Position: Q3 2026 in Review

Cooper Financial Group increased its Salesforce (CRM) stake by 4.3% in Q3 2026, buying an estimated $55.5K and bringing the position to 6,466 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #130.

Cooper Financial Group first reported a position in CRM in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.2M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Cooper Financial Group held 6,466 shares of Salesforce worth $1.48M as of Q3 2026.
  • Cooper Financial Group bought 269 Salesforce shares in Q3 2026, an estimated $55.5K.
  • Salesforce made up 0.12% of Cooper Financial Group's portfolio in Q3 2026, its #130 holding.
  • Cooper Financial Group first reported a position in Salesforce in Q3 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's Salesforce position peaked at $2.2M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.