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Cascade Financial Partners’s Salesforce CRM Stock Holding History

Cascade Financial Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-805
Closed -$216K – 260
2025
Q1 		$216K Hold
805
– – 0.03% 229
2024
Q4 		$269K Sell
805
-2
-0.2% -$638 0.04% 199
2024
Q3 		$233K Buy
807
+6
+0.7% +$1.54K 0.03% 219
2024
Q2 		$206K Sell
801
-20
-2% -$5.35K 0.03% 226
2024
Q1 		$242K Buy
+821
New +$237K 0.03% 200

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Financial Partners's CRM Position: Q2 2025 in Review

Cascade Financial Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 805 shares — an estimated $216K sold.

Cascade Financial Partners first reported a position in CRM in Q1 2024 and held it in 5 quarters. The position peaked at $269K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Cascade Financial Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 805 Salesforce shares in Q2 2025, an estimated $216K.
  • Cascade Financial Partners first reported a position in Salesforce in Q1 2024 and held it in 5 quarters.
  • Cascade Financial Partners's Salesforce position peaked at $269K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Cascade Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.