CIG
Cascade Investment Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
3,493
+190
| +6% | +$51.8K | 0.67% | 43 |
|
|
2025
Q1 | $886K | Buy |
3,303
+428
| +15% | +$115K | 0.68% | 42 |
|
|
2024
Q4 | $961K | Buy |
2,875
+65
| +2% | +$21.7K | 0.69% | 40 |
|
|
2024
Q3 | $769K | Hold |
2,810
| – | – | 0.56% | 47 |
|
|
2024
Q2 | $722K | Sell |
2,810
-110
| -4% | -$28.3K | 0.56% | 43 |
|
|
2024
Q1 | $879K | Sell |
2,920
-400
| -12% | -$120K | 0.66% | 40 |
|
|
2023
Q4 | $874K | Sell |
3,320
-3
| -0.1% | -$789 | 0.7% | 38 |
|
|
2023
Q3 | $674K | Sell |
3,323
-100
| -3% | -$20.3K | 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 | +$454K | 0.47% | 63 |
|