Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,734
-$68,721 QoQ
Shares Held
343
-47.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,197
of 2,451 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Coastline Trust Co holds $11,445,830 across 9 Software - Application names. CRM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,480 | $3,242,795 | |
| 2 | SNOW |
Snowflake Inc.
|
8,814 | $2,243,162 | |
| 3 | UBER |
Uber Technologies, Inc
|
30,056 | $2,168,840 | |
| 4 | PAYX |
Paychex Inc
|
14,663 | $1,441,812 | |
| 5 | SHOP |
Shopify Inc.
|
9,665 | $1,103,549 | |
| 6 | ADBE |
Adobe Inc.
|
4,712 | $966,054 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,873 | $185,951 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
343 | $53,734 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,734 | 343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $122,455 | 656 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $370,609 | 1,399 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $1,547,847 | 6,531 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $1,837,929 | 6,740 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $1,992,572 | 7,425 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,117,980 | 6,335 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,753,386 | 6,406 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,611,502 | 6,268 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $3,137,994 | 10,419 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,468,846 | 5,582 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,006,599 | 4,964 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $939,684 | 4,448 | Shares | Defined | 2023-08-07 | |
| 2022-03-31 | $248,414 | 1,170 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $411,690 | 1,620 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $385,132 | 1,420 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $346,863 | 1,420 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $300,855 | 1,420 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $418,356 | 1,880 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $643,379 | 2,560 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $676,261 | 3,610 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $678,145 | 4,710 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||