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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cooper Financial Group's CRM Position: Q2 2026 in Review

Cooper Financial Group reduced its Salesforce (CRM) stake by 9.7% in Q2 2026, selling an estimated $116K and leaving 6,197 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #177.

Cooper Financial Group first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.2M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cooper Financial Group held 6,197 shares of Salesforce worth $971K as of Q2 2026.
  • Cooper Financial Group sold 662 Salesforce shares in Q2 2026, an estimated $116K.
  • Salesforce made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #177 holding.
  • Cooper Financial Group first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's Salesforce position peaked at $2.2M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.