Coastal Bridge Advisors’s Salesforce CRM Stock Holding History

Coastal Bridge Advisors’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
2026 Q1	$2.56M	Buy	13,718 +3,388	+33%	+$702K	0.18%	135
2025 Q4	$2.74M	Buy	10,330 +457	+5%	+$114K	0.2%	118
2025 Q3	$2.34M	Sell	9,873 -58	-0.6%	-$14.6K	0.18%	130
2025 Q2	$2.71M	Buy	+9,931	New	+$2.66M	0.22%	109
2025 Q1	–	Sell	-784	Closed	-$262K	–	289
2024 Q4	$262K	Buy	784 +1	+0.1%	+$319	0.07%	129
2024 Q3	$214K	Sell	783 -234	-23%	-$59.9K	0.05%	152
2024 Q2	$261K	Sell	1,017 -78	-7%	-$20.9K	0.06%	123
2024 Q1	$330K	Buy	1,095 +234	+27%	+$67.5K	0.08%	116
2023 Q4	$227K	Sell	861 -236	-22%	-$53.4K	0.06%	142
2023 Q3	$222K	Buy	+1,097	New	+$237K	0.06%	133
2022 Q2	–	Sell	-1,037	Closed	-$220K	–	167
2022 Q1	$220K	Sell	1,037 -157	-13%	-$33.8K	0.05%	141
2021 Q4	$293K	Buy	+1,194	New	+$335K	0.06%	143
2019 Q1	–	Sell	-1,700	Closed	-$233K	–	133
2018 Q4	$233K	Buy	1,700 +350	+26%	+$48.1K	0.09%	107
2018 Q3	$215K	Sell	1,350 -195	-13%	-$28.9K	0.08%	119
2018 Q2	$211K	Buy	+1,545	New	+$197K	0.08%	118

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Coastal Bridge Advisors's CRM Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Salesforce (CRM) stake by 33% in Q1 2026, buying an estimated $702K and bringing the position to 13,718 shares worth $2.56M. The position accounts for 0.18% of the portfolio, ranked #135.

Coastal Bridge Advisors first reported a position in CRM in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.74M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Coastal Bridge Advisors held 13,718 shares of Salesforce worth $2.56M as of Q1 2026.
Coastal Bridge Advisors bought 3,388 Salesforce shares in Q1 2026, an estimated $702K.
Salesforce made up 0.18% of Coastal Bridge Advisors's portfolio in Q1 2026, its #135 holding.
Coastal Bridge Advisors first reported a position in Salesforce in Q2 2018 and has held it in 15 quarters since.
Coastal Bridge Advisors's Salesforce position peaked at $2.74M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.