Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,672,893
-$989,190 QoQ
Shares Held
23,445
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#743
of 2,451 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cohen Capital Management, Inc. holds $29,414,733 across 9 Software - Application names. CRM ranks #6 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRAB |
Grab Holdings Ltd
|
1,280,756 | $4,828,450 | |
| 2 | NOW |
ServiceNow, Inc.
|
40,408 | $4,011,706 | |
| 3 | DDOG |
Datadog, Inc.
|
15,283 | $3,979,081 | |
| 4 | BILL |
BILL Holdings, Inc.
|
104,829 | $3,790,616 | |
| 5 | SHOP |
Shopify Inc.
|
32,677 | $3,731,059 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
23,445 | $3,672,893 | |
| 7 | INTU |
Intuit Inc.
|
9,164 | $2,391,804 | |
| 8 | ADSK |
Autodesk, Inc.
|
10,943 | $2,127,538 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,672,893 | 23,445 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,662,083 | 24,975 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,729,508 | 25,403 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,013,401 | 25,373 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,777,164 | 24,853 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,669,551 | 24,853 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,846,706 | 26,461 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,242,640 | 26,461 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,659,147 | 25,901 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,466,553 | 24,791 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,409,827 | 24,359 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,939,518 | 24,359 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,146,082 | 24,359 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,867,639 | 24,365 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,230,555 | 24,365 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,504,661 | 24,365 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,020,209 | 24,359 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,866,134 | 18,209 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,309,028 | 16,956 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,598,806 | 16,956 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,141,842 | 16,956 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,611,536 | 17,046 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $223,642 | 1,005 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $227,444 | 905 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||