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Cooper Investors’s Salesforce CRM Stock Holding History

Cooper Investors’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
2024
Q2 		– Sell
-238,972
Closed -$72M – 47
2024
Q1 		$72M Sell
238,972
-30,876
-11% -$8.91M 4.15% 5
2023
Q4 		$71M Sell
269,848
-64,237
-19% -$14.5M 4.25% 6
2023
Q3 		$70.6M Buy
+334,085
New +$72.2M 5.63% 4
2023
Q1 		$67.2M Buy
336,314
+43,677
+15% +$7.38M 5.72% 5
2022
Q4 		$38.8M Buy
292,637
+43,593
+18% +$6.36M 3.65% 12
2022
Q3 		$35.8M Buy
249,044
+107,013
+75% +$18.1M 3.38% 14
2022
Q2 		$23.4M Sell
142,031
-91,423
-39% -$16.2M 2.04% 23
2022
Q1 		$49.6M Buy
233,454
+17,576
+8% +$3.78M 3.47% 15
2021
Q4 		$54.9M Sell
215,878
-21,286
-9% -$5.98M 3.46% 14
2021
Q3 		$64.3M Buy
237,164
+14,136
+6% +$3.59M 4.26% 8
2021
Q2 		$54.5M Buy
223,028
+14,598
+7% +$3.36M 3.57% 11
2021
Q1 		$44.2M Sell
208,430
-26,747
-11% -$5.95M 3.29% 13
2020
Q4 		$52.3M Buy
235,177
+94,737
+67% +$23M 4.17% 10
2020
Q3 		$35.3M Buy
140,440
+92,900
+195% +$20.3M 3.29% 14
2020
Q2 		$8.91M Buy
+47,540
New +$8.01M 0.93% 29

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cooper Investors's CRM Position: Q2 2024 in Review

Cooper Investors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 238,972 shares — an estimated $72M sold.

Cooper Investors first reported a position in CRM in Q2 2020 and held it in 15 quarters. The position peaked at $72M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Cooper Investors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
  • Cooper Investors sold 238,972 Salesforce shares in Q2 2024, an estimated $72M.
  • Cooper Investors first reported a position in Salesforce in Q2 2020 and held it in 15 quarters.
  • Cooper Investors's Salesforce position peaked at $72M in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Cooper Investors's 13F filing for Q2 2024, filed 11 Apr 2025.