Coastal Bridge Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $211K | Buy |
|