CBA
Coastal Bridge Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
+9,931
| New | +$2.71M | 0.22% | 108 |
|
|
2025
Q1 | – | Sell |
-784
| Closed | -$262K | – | 289 |
|
|
2024
Q4 | $262K | Buy |
784
+1
| +0.1% | +$334 | 0.07% | 129 |
|
|
2024
Q3 | $214K | Sell |
783
-234
| -23% | -$64.1K | 0.05% | 152 |
|
|
2024
Q2 | $261K | Sell |
1,017
-78
| -7% | -$20K | 0.06% | 123 |
|
|
2024
Q1 | $330K | Buy |
1,095
+234
| +27% | +$70.5K | 0.08% | 116 |
|
|
2023
Q4 | $227K | Sell |
861
-236
| -22% | -$62.1K | 0.06% | 142 |
|
|
2023
Q3 | $222K | Buy |
+1,097
| New | +$222K | 0.06% | 133 |
|
|
2022
Q2 | – | Sell |
-1,037
| Closed | -$220K | – | 167 |
|
|
2022
Q1 | $220K | Sell |
1,037
-157
| -13% | -$33.3K | 0.05% | 141 |
|
|
2021
Q4 | $293K | Buy |
+1,194
| New | +$293K | 0.06% | 143 |
|
|
2019
Q1 | – | Sell |
-1,700
| Closed | -$233K | – | 133 |
|
|
2018
Q4 | $233K | Buy |
1,700
+350
| +26% | +$48K | 0.09% | 107 |
|
|
2018
Q3 | $215K | Sell |
1,350
-195
| -13% | -$31.1K | 0.08% | 119 |
|
|
2018
Q2 | $211K | Buy |
+1,545
| New | +$211K | 0.08% | 118 |
|