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Lawrence B. Cohen’s Salesforce CRM Stock Holding History

Lawrence B. Cohen’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
2023
Q4 		– Sell
-16,777
Closed -$3.4M – 16
2023
Q3 		$3.4M Sell
16,777
-295
-2% -$63.7K 2.3% 9
2023
Q2 		$3.61M Sell
17,072
-634
-4% -$129K 2.31% 8
2023
Q1 		$3.54M Sell
17,706
-536
-3% -$90.5K 2.37% 8
2022
Q4 		$2.42M Buy
18,242
+72
+0.4% +$10.5K 1.26% 28
2022
Q3 		$2.61M Sell
18,170
-600
-3% -$102K 2.01% 9
2022
Q2 		$3.1M Buy
18,770
+108
+0.6% +$19.1K 2.21% 12
2022
Q1 		$3.96M Buy
18,662
+1,551
+9% +$334K 2.35% 7
2021
Q4 		$4.35M Sell
17,111
-1,137
-6% -$319K 1.7% 11
2021
Q3 		$4.95M Sell
18,248
-969
-5% -$246K 2.61% 8
2021
Q2 		$4.69M Sell
19,217
-495
-3% -$114K 2.39% 11
2021
Q1 		$4.18M Sell
19,712
-28
-0.1% -$6.23K 2.26% 12
2020
Q4 		$4.39M Sell
19,740
-729
-4% -$177K 2.44% 12
2020
Q3 		$5.14M Sell
20,469
-126
-0.6% -$27.6K 3.13% 5
2020
Q2 		$3.86M Buy
20,595
+819
+4% +$138K 2.58% 7
2020
Q1 		$2.85M Sell
19,776
-449
-2% -$77K 2.23% 14
2019
Q4 		$3.29M Buy
20,225
+457
+2% +$71.6K 1.94% 21
2019
Q3 		$2.93M Buy
19,768
+1,532
+8% +$233K 1.92% 20
2019
Q2 		$2.77M Sell
18,236
-100
-0.5% -$15.7K 1.91% 24
2019
Q1 		$2.9M Buy
18,336
+1,365
+8% +$212K 2.04% 21
2018
Q4 		$2.32M Buy
16,971
+346
+2% +$47.6K 1.8% 25
2018
Q3 		$2.64M Buy
16,625
+330
+2% +$49K 1.8% 26
2018
Q2 		$2.22M Sell
16,295
-2,605
-14% -$332K 1.59% 29
2018
Q1 		$2.2M Buy
18,900
+45
+0.2% +$5.17K 1.47% 31
2017
Q4 		$1.93M Buy
18,855
+310
+2% +$31.6K 1.22% 32
2017
Q3 		$1.73M Buy
18,545
+715
+4% +$65.8K 1.13% 34
2017
Q2 		$1.54M Buy
17,830
+1,890
+12% +$165K 0.99% 34
2017
Q1 		$1.31M Buy
15,940
+9,375
+143% +$749K 0.81% 36
2016
Q4 		$449K Buy
+6,565
New +$476K 0.27% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lawrence B. Cohen's CRM Position: Q4 2023 in Review

Lawrence B. Cohen sold out of Salesforce (CRM) in Q4 2023, closing a stake of 16,777 shares — an estimated $3.4M sold.

Lawrence B. Cohen first reported a position in CRM in Q4 2016 and held it in 28 quarters. The position peaked at $5.14M in Q3 2020. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Lawrence B. Cohen reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Lawrence B. Cohen sold 16,777 Salesforce shares in Q4 2023, an estimated $3.4M.
  • Lawrence B. Cohen first reported a position in Salesforce in Q4 2016 and held it in 28 quarters.
  • Lawrence B. Cohen's Salesforce position peaked at $5.14M in Q3 2020.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Lawrence B. Cohen's 13F filing for Q4 2023, filed 9 Feb 2024.