Cascades Capital Asset Management, LLC
Position in CRM — Salesforce, Inc.
CIK 2035512
GREENSBORO, NC
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$326,322
-$79,871 QoQ
Shares Held
2,083
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,795
of 2,451 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cascades Capital Asset Management, LLC holds $1,145,836 across 4 Software - Application names. CRM ranks #2 (28.5% of the industry book) .
All Filings in CRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,322 | 2,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $406,193 | 2,176 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $617,505 | 2,331 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $395,316 | 1,668 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $628,005 | 2,303 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $618,033 | 2,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $769,627 | 2,302 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $630,080 | 2,302 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||