Cohen Klingenstein LLC

Position in CRM — Salesforce, Inc.

CIK 1453620 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,232,953

-$810,870 QoQ

Shares Held

27,020

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#691

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cohen Klingenstein LLC holds $14,508,499 across 7 Software - Application names. CRM ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	28,032	$4,320,011
2	CRM	Salesforce, Inc. This page	27,020	$4,232,953
3	ADP	Automatic Data Processing Inc	10,705	$2,397,384
4	PTC	Ptc Inc.	9,258	$1,051,801
5	NOW	ServiceNow, Inc.	10,000	$992,800
6	ADBE	Adobe Inc.	4,452	$912,749
7	IDCC	InterDigital, Inc.	2,122	$600,801

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,232,953	27,020	0.0%	Shares	Sole	2026-07-15
2026-03-31	$5,043,823	27,020	0.0%	Shares	Sole	2026-04-15
2025-12-31	$7,157,868	27,020	0.0%	Shares	Sole	2026-01-20
2025-09-30	$6,403,740	27,020	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$7,444,437	27,300	0.0%	Shares	Sole	2025-07-18
2025-03-31	$7,326,228	27,300	0.0%	Shares	Sole	2025-04-15
2024-12-31	$9,127,209	27,300	-3.5%	Shares	Sole	2025-01-15
2024-09-30	$7,745,993	28,300	0.0%	Shares	Sole	2024-10-16
2024-06-30	$7,275,930	28,300	0.0%	Shares	Sole	2024-07-15
2024-03-31	$8,523,394	28,300	0.0%	Shares	Sole	2024-04-12
2023-12-31	$7,446,862	28,300	0.0%	Shares	Sole	2024-01-16
2023-09-30	$5,738,674	28,300	0.0%	Shares	Sole	2023-10-13
2023-06-30	$5,978,658	28,300	0.0%	Shares	Sole	2023-07-14
2023-03-31	$5,653,774	28,300	0.0%	Shares	Sole	2023-04-14
2022-12-31	$3,752,297	28,300	0.0%	Shares	Sole	2023-01-13
2022-09-30	$4,070,672	28,300	0.0%	Shares	Sole	2022-10-12
2022-06-30	$4,670,632	28,300	0.0%	Shares	Sole	2022-07-15
2022-03-31	$6,008,656	28,300	0.0%	Shares	Sole	2022-04-14
2021-12-31	$7,191,879	28,300	-22.2%	Shares	Sole	2022-01-14
2021-09-30	$9,861,287	36,359	-8.4%	Shares	Sole	2021-10-15
2021-06-30	$9,700,694	39,713	0.0%	Shares	Sole	2021-07-16
2021-03-31	$8,413,993	39,713	0.0%	Shares	Sole	2021-04-15
2020-12-31	$8,837,333	39,713	0.0%	Shares	Sole	2021-01-25
2020-09-30	$9,980,671	39,713	0.0%	Shares	Sole	2020-10-19
2020-06-30	$7,439,436	39,713	0.0%	Shares	Sole	2020-07-15
2020-03-31	$5,717,877	39,713	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.