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Coastwise Capital Group’s Salesforce CRM Stock Holding History

Coastwise Capital Group’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
Q2 		$877K Sell
5,595
-273
-5% -$48K 0.51% 49
2026
Q1 		$1.1M Buy
5,868
+335
+6% +$69.4K 0.61% 38
2025
Q4 		$1.47M Buy
5,533
+107
+2% +$26.6K 0.73% 29
2025
Q3 		$1.29M Buy
5,426
+234
+5% +$59K 0.9% 30
2025
Q2 		$1.42M Buy
5,192
+62
+1% +$16.6K 1.13% 22
2025
Q1 		$1.38M Sell
5,130
-217
-4% -$67.5K 1.16% 22
2024
Q4 		$1.79M Sell
5,347
-401
-7% -$128K 1.43% 17
2024
Q3 		$1.57M Buy
5,748
+697
+14% +$179K 1.3% 18
2024
Q2 		$1.3M Buy
5,051
+546
+12% +$146K 1.24% 22
2024
Q1 		$1.36M Sell
4,505
-400
-8% -$115K 1.26% 18
2023
Q4 		$1.29M Sell
4,905
-124
-2% -$28.1K 1.32% 19
2023
Q3 		$1.02M Sell
5,029
-222
-4% -$48K 1.17% 23
2023
Q2 		$1.11M Sell
5,251
-3,000
-36% -$612K 1.26% 19
2023
Q1 		$1.65M Sell
8,251
-211
-2% -$35.6K 1.88% 11
2022
Q4 		$1.12M Buy
8,462
+343
+4% +$50K 1.33% 16
2022
Q3 		$1.17M Sell
8,119
-140
-2% -$23.7K 1.84% 13
2022
Q2 		$1.36M Sell
8,259
-20
-0.2% -$3.53K 1.66% 15
2022
Q1 		$1.76M Buy
+8,279
New +$1.78M 2.18% 9

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Coastwise Capital Group's CRM Position: Q2 2026 in Review

Coastwise Capital Group reduced its Salesforce (CRM) stake by 4.7% in Q2 2026, selling an estimated $48K and leaving 5,595 shares worth $877K. The position accounts for 0.51% of the portfolio, ranked #49.

Coastwise Capital Group first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.79M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Coastwise Capital Group held 5,595 shares of Salesforce worth $877K as of Q2 2026.
  • Coastwise Capital Group sold 273 Salesforce shares in Q2 2026, an estimated $48K.
  • Salesforce made up 0.51% of Coastwise Capital Group's portfolio in Q2 2026, its #49 holding.
  • Coastwise Capital Group first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Salesforce position peaked at $1.79M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.