Cascade Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
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|
2025
Q1 | $886K | Buy |
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|
2024
Q4 | $961K | Buy |
|
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|
2024
Q3 | $769K | Hold |
|
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|
2024
Q2 | $722K | Sell |
|
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|
2024
Q1 | $879K | Sell |
|
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|
2023
Q4 | $874K | Sell |
|
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|
2023
Q3 | $674K | Sell |
|
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|
2023
Q2 | $723K | Hold |
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|
2023
Q1 | $684K | Hold |
|
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|
2022
Q4 | $454K | Buy |
|