Coastline Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Coastline Trust's CRM Position: Q2 2026 in Review
Coastline Trust reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $55K and leaving 343 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #280.
Coastline Trust first reported a position in CRM in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.14M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Coastline Trust held 343 shares of Salesforce worth $53.7K as of Q2 2026.
- Coastline Trust sold 313 Salesforce shares in Q2 2026, an estimated $55K.
- Salesforce made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #280 holding.
- Coastline Trust first reported a position in Salesforce in Q4 2017 and has held it in 31 quarters since.
- Coastline Trust's Salesforce position peaked at $3.14M in Q1 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.