Cypress Advisory Group’s Salesforce CRM Stock Holding History

Cypress Advisory Group’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	$706K	Sell	4,506 -300	-6%	-$52.8K	0.55%	53
2026 Q1	$897K	Hold	4,806	–	–	0.68%	45
2025 Q4	$1.27M	Hold	4,806	–	–	0.93%	36
2025 Q3	$1.14M	Buy	4,806 +2,037	+74%	+$514K	0.84%	38
2025 Q2	$755K	Buy	2,769 +2,000	+260%	+$535K	0.59%	49
2025 Q1	$206K	Hold	769	–	–	0.19%	60
2024 Q4	$257K	Buy	+769	New	+$245K	0.24%	56

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cypress Advisory Group's CRM Position: Q2 2026 in Review

Cypress Advisory Group reduced its Salesforce (CRM) stake by 6.2% in Q2 2026, selling an estimated $52.8K and leaving 4,506 shares worth $706K. The position accounts for 0.55% of the portfolio, ranked #53.

Cypress Advisory Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cypress Advisory Group held 4,506 shares of Salesforce worth $706K as of Q2 2026.
Cypress Advisory Group sold 300 Salesforce shares in Q2 2026, an estimated $52.8K.
Salesforce made up 0.55% of Cypress Advisory Group's portfolio in Q2 2026, its #53 holding.
Cypress Advisory Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Salesforce position peaked at $1.27M in Q4 2025.
528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.