CAM
CRM icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Asset Management's CRM Position: Q4 2022 in Review

Cypress Asset Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 6,626 shares — an estimated $953K sold.

Cypress Asset Management first reported a position in CRM in Q4 2018 and held it in 16 quarters. The position peaked at $2.97M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Cypress Asset Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Cypress Asset Management sold 6,626 Salesforce shares in Q4 2022, an estimated $953K.
  • Cypress Asset Management first reported a position in Salesforce in Q4 2018 and held it in 16 quarters.
  • Cypress Asset Management's Salesforce position peaked at $2.97M in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Cypress Asset Management's 13F filing for Q4 2022, filed 28 Feb 2023.