A detailed history of Coastal Bridge Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 1,017 shares of CRM stock, worth $271,335. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,017
Previous 1,095 7.12%
Holding current value
$271,335
Previous $329,000 20.67%
% of portfolio
0.07%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$218.01 - $304.74 $17,004 - $23,769
-78 Reduced 7.12%
1,017 $261,000
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $58,762 - $74,149
234 Added 27.18%
1,095 $329,000
Q4 2023

Feb 15, 2024

SELL
$196.25 - $267.25 $46,315 - $63,071
-236 Reduced 21.51%
861 $226,000
Q3 2023

Nov 14, 2023

BUY
$202.49 - $234.37 $222,131 - $257,103
1,097 New
1,097 $222,000
Q2 2022

Aug 05, 2022

SELL
$155.6 - $218.85 $161,357 - $226,947
-1,037 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $29,914 - $40,107
-157 Reduced 13.15%
1,037 $220,000
Q4 2021

May 20, 2022

BUY
$247.21 - $309.96 $50,925 - $63,851
206 Added 20.85%
1,194 $293,000
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $40,789 - $51,143
165 Added 20.05%
988 $251,000
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $195,503 - $235,073
823 New
823 $223,000
Q1 2019

May 08, 2019

SELL
$130.4 - $166.95 $221,680 - $283,815
-1,700 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
$120.67 - $159.86 $42,234 - $55,951
350 Added 25.93%
1,700 $233,000
Q3 2018

Nov 08, 2018

SELL
$137.15 - $160.43 $26,744 - $31,283
-195 Reduced 12.62%
1,350 $215,000
Q2 2018

Aug 03, 2018

BUY
$115.3 - $139.8 $178,138 - $215,991
1,545 New
1,545 $211,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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