Coastline Complete Wealth’s Salesforce CRM Stock Holding History

Coastline Complete Wealth’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	–	Sell	-1,338	Closed	-$354K	–	58
2025 Q4	$354K	Buy	+1,338	New	+$333K	0.22%	38

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Coastline Complete Wealth's CRM Position: Q1 2026 in Review

Coastline Complete Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,338 shares — an estimated $354K sold.

Coastline Complete Wealth first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $354K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Coastline Complete Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Coastline Complete Wealth sold 1,338 Salesforce shares in Q1 2026, an estimated $354K.
Coastline Complete Wealth first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Coastline Complete Wealth's Salesforce position peaked at $354K in Q4 2025.
2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.