Coastwise Capital Group, LLC Salesforce, Inc. Transaction History

Coastwise Capital Group, LLC

$124 Million
Q2 2025

A detailed history of Coastwise Capital Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 5,192 shares of CRM stock, worth $1.25 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

5,192

Previous 5,130 1.21%

Holding current value

$1.25 Million

Previous $1.38 Million 2.83%

% of portfolio

1.14%

Previous 1.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$236.26 - $291.15 $14,648 - $18,051	62 Added 1.21%	5,192 $1.42 Million
Q1 2025 May 05, 2025	SELL	$268.36 - $359.95 $58,234 - $78,109	-217 Reduced 4.06%	5,130 $1.38 Million
Q4 2024 Jan 23, 2025	SELL	$270.87 - $367.87 $108,618 - $147,515	-401 Reduced 6.98%	5,347 $1.79 Million
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $166,178 - $192,741	697 Added 13.8%	5,748 $1.57 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $119,033 - $166,388	546 Added 12.12%	5,051 $1.3 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $100,448 - $126,752	-400 Reduced 8.15%	4,505 $1.36 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $24,335 - $33,139	-124 Reduced 2.47%	4,905 $1.29 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $44,952 - $52,030	-222 Reduced 4.23%	5,029 $1.02 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $566,670 - $670,140	-3,000 Reduced 36.36%	5,251 $1.11 Million
Q1 2023 May 11, 2023	SELL	$134.8 - $199.78 $28,442 - $42,153	-211 Reduced 2.49%	8,251 $1.65 Million
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $43,976 - $56,687	343 Added 4.22%	8,462 $1.12 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $20,137 - $26,777	-140 Reduced 1.7%	8,119 $1.17 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $3,112 - $4,377	-20 Reduced 0.24%	8,259 $1.36 Million
Q1 2022 Aug 15, 2022	BUY	$190.54 - $255.46 $1.58 Million - $2.11 Million	8,279 New	8,279 $1.76 Million

Others Institutions Holding CRM

# of Institutions

3,407

Shares Held

777M

Call Options Held

18.9M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $242B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Account

Coastwise Capital Group, LLC Salesforce, Inc. Transaction History