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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cascades Capital Asset Management's CRM Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its Salesforce (CRM) stake by 6.6% in Q1 2026, selling an estimated $32.1K and leaving 2,176 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #83.

Cascades Capital Asset Management first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $770K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cascades Capital Asset Management held 2,176 shares of Salesforce worth $406K as of Q1 2026.
Cascades Capital Asset Management sold 155 Salesforce shares in Q1 2026, an estimated $32.1K.
Salesforce made up 0.17% of Cascades Capital Asset Management's portfolio in Q1 2026, its #83 holding.
Cascades Capital Asset Management first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's Salesforce position peaked at $770K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.