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Cowen and Company’s Salesforce CRM Stock Holding History

Cowen and Company’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
2022
Q3 		– Sell
-7,500
Closed -$3K – 686
2022
Q2 		$3K Buy
+7,500
New +$1.33M ﹤0.01% 601
2022
Q1 		– Sell
-180,900
Closed -$191K – 628
2021
Q4 		$191K Sell
180,900
-494,800
-73% -$139M 0.02% 310
2021
Q3 		$2.78M Buy
675,700
+630,700
+1,402% +$160M 0.13% 76
2021
Q2 		$41K Buy
+45,000
New +$10.4M ﹤0.01% 423

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cowen and Company's CRM Position: Q4 2022 in Review

Cowen and Company sold out of Salesforce (CRM) in Q4 2022, closing a stake of 25,000 shares — an estimated $30K sold.

Cowen and Company first reported a position in CRM in Q2 2021 and held it in 5 quarters. The position peaked at $5.12M in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Cowen and Company reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Cowen and Company sold 25,000 Salesforce shares in Q4 2022, an estimated $30K.
  • Cowen and Company first reported a position in Salesforce in Q2 2021 and held it in 5 quarters.
  • Cowen and Company's Salesforce position peaked at $5.12M in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Cowen and Company's 13F filing for Q4 2022, filed 9 Feb 2023.