A detailed history of Coastal Investment Advisors, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 863 shares of CRM stock, worth $294,904. This represents 0.11% of its overall portfolio holdings.

Number of Shares
863
Previous 5,805 85.13%
Holding current value
$294,904
Previous $1.49 Million 84.18%
% of portfolio
0.11%
Previous 0.3%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$238.42 - $276.53 $1.18 Million - $1.37 Million
-4,942 Reduced 85.13%
863 $236,000
Q2 2024

Jul 15, 2024

BUY
$218.01 - $304.74 $321,564 - $449,491
1,475 Added 34.06%
5,805 $1.49 Million
Q1 2024

Apr 19, 2024

BUY
$251.12 - $316.88 $141,380 - $178,403
563 Added 14.95%
4,330 $1.3 Million
Q4 2023

Jan 19, 2024

BUY
$196.25 - $267.25 $176,036 - $239,723
897 Added 31.25%
3,767 $991,000
Q3 2023

Oct 20, 2023

SELL
$202.49 - $234.37 $8,099 - $9,374
-40 Reduced 1.37%
2,870 $581,000
Q2 2023

Aug 09, 2023

SELL
$188.89 - $223.38 $42,122 - $49,813
-223 Reduced 7.12%
2,910 $614,000
Q1 2023

May 05, 2023

SELL
$134.8 - $199.78 $192,359 - $285,086
-1,427 Reduced 31.29%
3,133 $625,000
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $89,875 - $115,854
-701 Reduced 13.32%
4,560 $604,000
Q3 2022

Oct 27, 2022

BUY
$143.84 - $191.27 $294,440 - $391,529
2,047 Added 63.69%
5,261 $757,000
Q2 2022

Aug 09, 2022

BUY
$155.6 - $218.85 $31,431 - $44,207
202 Added 6.71%
3,214 $541,000
Q1 2022

Apr 13, 2022

BUY
$190.54 - $255.46 $20,387 - $27,334
107 Added 3.68%
3,012 $640,000
Q4 2021

Jan 18, 2022

SELL
$247.21 - $309.96 $149,809 - $187,835
-606 Reduced 17.26%
2,905 $738,000
Q3 2021

Oct 18, 2021

SELL
$237.55 - $285.63 $53,686 - $64,552
-226 Reduced 6.05%
3,511 $952,000
Q2 2021

Jul 15, 2021

BUY
$210.54 - $246.26 $72,846 - $85,205
346 Added 10.2%
3,737 $913,000
Q1 2021

Apr 12, 2021

SELL
$205.33 - $248.59 $121,966 - $147,662
-594 Reduced 14.91%
3,391 $718,000
Q4 2020

Jan 13, 2021

BUY
$220.15 - $267.07 $107,433 - $130,330
488 Added 13.95%
3,985 $887,000
Q3 2020

Oct 23, 2020

BUY
$185.51 - $281.25 $42,110 - $63,843
227 Added 6.94%
3,497 $879,000
Q2 2020

Jul 16, 2020

BUY
$134.06 - $191.65 $438,376 - $626,695
3,270 New
3,270 $613,000
Q1 2020

Apr 23, 2020

SELL
$124.3 - $193.36 $135,114 - $210,182
-1,087 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
$142.33 - $164.98 $20,637 - $23,922
-145 Reduced 11.77%
1,087 $178,000
Q3 2019

Oct 18, 2019

SELL
$139.72 - $159.97 $12,714 - $14,557
-91 Reduced 6.88%
1,232 $184,000
Q2 2019

Aug 01, 2019

BUY
$145.1 - $165.96 $142,343 - $162,806
981 Added 286.84%
1,323 $200,000
Q1 2019

May 15, 2019

BUY
$130.4 - $166.95 $44,596 - $57,096
342 New
342 $56,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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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