Cascade Investment Group’s Salesforce CRM Stock Holding History

Cascade Investment Group’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
2026 Q1	$682K	Sell	3,652 -48	-1%	-$9.95K	0.45%	60
2025 Q4	$980K	Buy	3,700 +15	+0.4%	+$3.73K	0.65%	39
2025 Q3	$873K	Buy	3,685 +192	+5%	+$48.4K	0.58%	43
2025 Q2	$953K	Buy	3,493 +190	+6%	+$50.8K	0.67%	43
2025 Q1	$886K	Buy	3,303 +428	+15%	+$133K	0.68%	42
2024 Q4	$961K	Buy	2,875 +65	+2%	+$20.7K	0.69%	40
2024 Q3	$769K	Hold	2,810	–	–	0.56%	47
2024 Q2	$722K	Sell	2,810 -110	-4%	-$29.4K	0.56%	43
2024 Q1	$879K	Sell	2,920 -400	-12%	-$115K	0.66%	40
2023 Q4	$874K	Sell	3,320 -3	-0.1%	-$679	0.7%	38
2023 Q3	$674K	Sell	3,323 -100	-3%	-$21.6K	0.64%	40
2023 Q2	$723K	Hold	3,423	–	–	0.66%	40
2023 Q1	$684K	Hold	3,423	–	–	0.67%	40
2022 Q4	$454K	Buy	+3,423	New	+$499K	0.47%	63

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cascade Investment Group's CRM Position: Q1 2026 in Review

Cascade Investment Group reduced its Salesforce (CRM) stake by 1.3% in Q1 2026, selling an estimated $9.95K and leaving 3,652 shares worth $682K. The position accounts for 0.45% of the portfolio, ranked #60.

Cascade Investment Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $980K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cascade Investment Group held 3,652 shares of Salesforce worth $682K as of Q1 2026.
Cascade Investment Group sold 48 Salesforce shares in Q1 2026, an estimated $9.95K.
Salesforce made up 0.45% of Cascade Investment Group's portfolio in Q1 2026, its #60 holding.
Cascade Investment Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Salesforce position peaked at $980K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.