CIM
CRM icon

Coastal Investment Management’s Salesforce CRM Stock Holding History

Coastal Investment Management’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
2021
Q3 		$5.7M Hold
21,000
– – 7.93% 3
2021
Q2 		$5.13M Hold
21,000
– – 8.26% 4
2021
Q1 		$4.45M Buy
+21,000
New +$4.68M 7.74% 4

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Coastal Investment Management's CRM Position: Q3 2021 in Review

Coastal Investment Management held its Salesforce (CRM) position steady in Q3 2021 at 21,000 shares worth $5.7M. The position accounts for 7.93% of the portfolio, ranked #3.

Coastal Investment Management first reported a position in CRM in Q1 2021 and has held it in 3 quarters since. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • Coastal Investment Management held 21,000 shares of Salesforce worth $5.7M as of Q3 2021.
  • Coastal Investment Management left its Salesforce share count unchanged in Q3 2021.
  • Salesforce made up 7.93% of Coastal Investment Management's portfolio in Q3 2021, its #3 holding.
  • Coastal Investment Management first reported a position in Salesforce in Q1 2021 and has held it in 3 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on Coastal Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.