CIG
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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
Q2 		$334K Sell
2,130
-1,522
-42% -$268K 0.19% 114
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cascade Investment Group's CRM Position: Q2 2026 in Review

Cascade Investment Group reduced its Salesforce (CRM) stake by 42% in Q2 2026, selling an estimated $268K and leaving 2,130 shares worth $334K. The position accounts for 0.19% of the portfolio, ranked #114.

Cascade Investment Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $980K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cascade Investment Group held 2,130 shares of Salesforce worth $334K as of Q2 2026.
  • Cascade Investment Group sold 1,522 Salesforce shares in Q2 2026, an estimated $268K.
  • Salesforce made up 0.19% of Cascade Investment Group's portfolio in Q2 2026, its #114 holding.
  • Cascade Investment Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Salesforce position peaked at $980K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.