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Cascades Capital Asset Management’s Salesforce CRM Stock Holding History

Cascades Capital Asset Management’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 		$326K Sell
2,083
-93
-4% -$16.4K 0.12% 99
2026
Q1 		$406K Sell
2,176
-155
-7% -$32.1K 0.17% 83
2025
Q4 		$618K Buy
2,331
+663
+40% +$165K 0.26% 66
2025
Q3 		$395K Sell
1,668
-635
-28% -$160K 0.17% 84
2025
Q2 		$628K Hold
2,303
– – 0.32% 53
2025
Q1 		$618K Buy
2,303
+1
+0% +$311 0.33% 52
2024
Q4 		$770K Hold
2,302
– – 0.41% 44
2024
Q3 		$630K Buy
+2,302
New +$590K 0.35% 54

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

Cascades Capital Asset Management's CRM Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $16.4K and leaving 2,083 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #99.

Cascades Capital Asset Management first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $770K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cascades Capital Asset Management held 2,083 shares of Salesforce worth $326K as of Q2 2026.
  • Cascades Capital Asset Management sold 93 Salesforce shares in Q2 2026, an estimated $16.4K.
  • Salesforce made up 0.12% of Cascades Capital Asset Management's portfolio in Q2 2026, its #99 holding.
  • Cascades Capital Asset Management first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Cascades Capital Asset Management's Salesforce position peaked at $770K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.