CAM
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Cypress Asset Management’s Salesforce CRM Stock Holding History

Cypress 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
Q2 		– Sell
-1,150
Closed -$215K – 108
2026
Q1 		$215K Buy
+1,150
New +$238K 0.05% 103
2022
Q4 		– Sell
-6,626
Closed -$953K – 121
2022
Q3 		$953K Sell
6,626
-1,646
-20% -$279K 0.36% 72
2022
Q2 		$1.36M Sell
8,272
-1,164
-12% -$206K 0.49% 62
2022
Q1 		$2M Sell
9,436
-1,350
-13% -$291K 0.59% 52
2021
Q4 		$2.74M Sell
10,786
-160
-1% -$45K 0.65% 49
2021
Q3 		$2.97M Buy
10,946
+22
+0.2% +$5.59K 0.77% 44
2021
Q2 		$2.67M Sell
10,924
-15
-0.1% -$3.46K 0.68% 48
2021
Q1 		$2.32M Sell
10,939
-30
-0.3% -$6.68K 0.64% 55
2020
Q4 		$2.44M Buy
10,969
+20
+0.2% +$4.86K 0.68% 49
2020
Q3 		$2.75M Buy
10,949
+119
+1% +$26.1K 0.86% 39
2020
Q2 		$2.03M Sell
10,830
-170
-2% -$28.6K 0.68% 52
2020
Q1 		$1.58M Buy
11,000
+575
+6% +$98.6K 0.68% 55
2019
Q4 		$1.7M Buy
10,425
+690
+7% +$108K 0.58% 59
2019
Q3 		$1.45M Sell
9,735
-85
-0.9% -$12.9K 0.5% 63
2019
Q2 		$1.49M Buy
9,820
+645
+7% +$101K 0.51% 64
2019
Q1 		$1.45M Buy
9,175
+6,150
+203% +$953K 0.49% 68
2018
Q4 		$414K Buy
+3,025
New +$416K 0.15% 115

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cypress Asset Management's CRM Position: Q2 2026 in Review

Cypress Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,150 shares — an estimated $215K sold.

Cypress Asset Management first reported a position in CRM in Q4 2018 and held it in 17 quarters. The position peaked at $2.97M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cypress Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Cypress Asset Management sold 1,150 Salesforce shares in Q2 2026, an estimated $215K.
  • Cypress Asset Management first reported a position in Salesforce in Q4 2018 and held it in 17 quarters.
  • Cypress Asset Management's Salesforce position peaked at $2.97M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.