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Coastline Trust’s Salesforce CRM Stock Holding History

Coastline Trust’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
Q3 		$45.9K Sell
200
-143
-42% -$29.5K ﹤0.01% 267
2026
Q2 		$53.7K Sell
343
-313
-48% -$55K ﹤0.01% 280
2026
Q1 		$122K Sell
656
-743
-53% -$154K 0.01% 227
2025
Q4 		$371K Sell
1,399
-5,132
-79% -$1.28M 0.03% 175
2025
Q3 		$1.55M Sell
6,531
-209
-3% -$52.7K 0.17% 96
2025
Q2 		$1.84M Sell
6,740
-685
-9% -$183K 0.21% 85
2025
Q1 		$1.99M Buy
7,425
+1,090
+17% +$339K 0.25% 82
2024
Q4 		$2.12M Sell
6,335
-71
-1% -$22.7K 0.25% 77
2024
Q3 		$1.75M Buy
6,406
+138
+2% +$35.3K 0.21% 101
2024
Q2 		$1.61M Sell
6,268
-4,151
-40% -$1.11M 0.19% 104
2024
Q1 		$3.14M Buy
10,419
+4,837
+87% +$1.4M 0.38% 63
2023
Q4 		$1.47M Buy
5,582
+618
+12% +$140K 0.2% 118
2023
Q3 		$1.01M Buy
4,964
+516
+12% +$111K 0.15% 136
2023
Q2 		$940K Buy
+4,448
New +$908K 0.13% 148
2022
Q2 		– Sell
-1,170
Closed -$248K – 319
2022
Q1 		$248K Sell
1,170
-450
-28% -$96.8K 0.03% 304
2021
Q4 		$412K Buy
1,620
+200
+14% +$56.2K 0.05% 261
2021
Q3 		$385K Hold
1,420
– – 0.05% 259
2021
Q2 		$347K Hold
1,420
– – 0.04% 271
2021
Q1 		$301K Sell
1,420
-460
-24% -$102K 0.04% 288
2020
Q4 		$418K Sell
1,880
-680
-27% -$165K 0.06% 252
2020
Q3 		$643K Sell
2,560
-1,050
-29% -$230K 0.1% 222
2020
Q2 		$676K Sell
3,610
-1,100
-23% -$185K 0.11% 217
2020
Q1 		$678K Sell
4,710
-530
-10% -$90.9K 0.12% 204
2019
Q4 		$852K Sell
5,240
-1,300
-20% -$204K 0.12% 218
2019
Q3 		$971K Sell
6,540
-1,635
-20% -$248K 0.14% 199
2019
Q2 		$1.24M Hold
8,175
– – 0.18% 181
2019
Q1 		$1.29M Hold
8,175
– – 0.19% 175
2018
Q4 		$1.12M Sell
8,175
-1,425
-15% -$196K 0.19% 169
2018
Q3 		$1.53M Buy
9,600
+50
+0.5% +$7.42K 0.22% 156
2018
Q2 		$1.3M Hold
9,550
– – 0.2% 168
2018
Q1 		$1.11M Hold
9,550
– – 0.17% 182
2017
Q4 		$976K Buy
+9,550
New +$973K 0.15% 190

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Coastline Trust's CRM Position: Q3 2026 in Review

Coastline Trust reduced its Salesforce (CRM) stake by 42% in Q3 2026, selling an estimated $29.5K and leaving 200 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Coastline Trust first reported a position in CRM in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.14M in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Coastline Trust held 200 shares of Salesforce worth $45.9K as of Q3 2026.
  • Coastline Trust sold 143 Salesforce shares in Q3 2026, an estimated $29.5K.
  • Salesforce made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #267 holding.
  • Coastline Trust first reported a position in Salesforce in Q4 2017 and has held it in 32 quarters since.
  • Coastline Trust's Salesforce position peaked at $3.14M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.