Cascades Capital Asset Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Hold
2,303
0.32% 53
2025
Q1
$618K Buy
2,303
+1
+0% +$268 0.33% 52
2024
Q4
$770K Hold
2,302
0.41% 44
2024
Q3
$630K Buy
+2,302
New +$630K 0.35% 54