CAG
CRM icon

Cypress Advisory Group’s Salesforce CRM Stock Holding History

Cypress Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$755K Buy
2,769
+2,000
+260% +$545K 0.59% 49
2025
Q1 		$206K Hold
769
– – 0.19% 60
2024
Q4 		$257K Buy
+769
New +$257K 0.24% 56