Coastwise Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
5,192
+62
| +1% | +$16.9K | 1.13% | 22 |
|
|
2025
Q1 | $1.38M | Sell |
5,130
-217
| -4% | -$58.2K | 1.16% | 22 |
|
|
2024
Q4 | $1.79M | Sell |
5,347
-401
| -7% | -$134K | 1.43% | 17 |
|
|
2024
Q3 | $1.57M | Buy |
5,748
+697
| +14% | +$191K | 1.3% | 18 |
|
|
2024
Q2 | $1.3M | Buy |
5,051
+546
| +12% | +$140K | 1.24% | 22 |
|
|
2024
Q1 | $1.36M | Sell |
4,505
-400
| -8% | -$120K | 1.26% | 18 |
|
|
2023
Q4 | $1.29M | Sell |
4,905
-124
| -2% | -$32.6K | 1.32% | 19 |
|
|
2023
Q3 | $1.02M | Sell |
5,029
-222
| -4% | -$45K | 1.17% | 23 |
|
|
2023
Q2 | $1.11M | Sell |
5,251
-3,000
| -36% | -$634K | 1.26% | 19 |
|
|
2023
Q1 | $1.65M | Sell |
8,251
-211
| -2% | -$42.2K | 1.88% | 11 |
|
|
2022
Q4 | $1.12M | Buy |
8,462
+343
| +4% | +$45.5K | 1.33% | 16 |
|
|
2022
Q3 | $1.17M | Sell |
8,119
-140
| -2% | -$20.1K | 1.84% | 13 |
|
|
2022
Q2 | $1.36M | Sell |
8,259
-20
| -0.2% | -$3.3K | 1.66% | 15 |
|
|
2022
Q1 | $1.76M | Buy |
+8,279
| New | +$1.76M | 2.18% | 9 |
|