Coastal Bridge Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1665976 WESTPORT, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,111,150

-$449,589 QoQ

Shares Held

13,476

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#921

of 2,451 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $9,966,932 across 9 Software - Application names. CRM ranks #1 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	13,476	$2,111,150
2	INTU	Intuit Inc.	7,422	$1,937,142
3	QNT	Quantinuum Inc.	22,180	$1,812,993
4	ADP	Automatic Data Processing Inc	7,992	$1,789,808
5	PAYX	Paychex Inc	9,013	$886,248
6	UBER	Uber Technologies, Inc	8,749	$631,327
7	NAVN	Navan, Inc.	16,163	$369,647
8	WDAY	Workday, Inc.	2,967	$363,220

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,111,150	13,476	-1.8%	Shares	Sole	2026-08-17
2026-03-31	$2,560,739	13,718	+32.8%	Shares	Sole	2026-05-14
2025-12-31	$2,736,520	10,330	+4.6%	Shares	Sole	2026-02-18
2025-09-30	$2,339,901	9,873	-0.6%	Shares	Sole	2025-11-03
2025-06-30	$2,708,084	9,931	+14.5%	Shares	Sole	2025-08-14
2025-03-31	$2,327,486	8,673	+1006.2%	Shares	Sole	2025-08-25
2024-12-31	$262,114	784	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$214,314	783	-23.0%	Shares	Sole	2024-11-14
2024-06-30	$261,470	1,017	-7.1%	Shares	Sole	2024-08-16
2024-03-31	$329,792	1,095	+27.2%	Shares	Sole	2024-05-15
2023-12-31	$226,563	861	-21.5%	Shares	Sole	2024-02-15
2023-09-30	$222,449	1,097	+5.8%	Shares	Sole	2023-11-14
2022-03-31	$220,175	1,037	-13.1%	Shares	Sole	2022-05-13
2021-12-31	$303,431	1,194	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.