Cypress Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Buy |
7,030
+2,434
| +53% | +$428K | 0.1% | 142 |
|
|
2026
Q1 | $858K | Sell |
4,596
-1,443
| -24% | -$299K | 0.1% | 135 |
|
|
2025
Q4 | $1.6M | Sell |
6,039
-30
| -0.5% | -$7.46K | 0.18% | 96 |
|
|
2025
Q3 | $1.44M | Buy |
6,069
+30
| +0.5% | +$7.57K | 0.17% | 103 |
|
|
2025
Q2 | $1.65M | Buy |
6,039
+1,073
| +22% | +$287K | 0.2% | 95 |
|
|
2025
Q1 | $1.33M | Sell |
4,966
-50
| -1% | -$15.6K | 0.17% | 106 |
|
|
2024
Q4 | $1.68M | Sell |
5,016
-1,807
| -26% | -$577K | 0.21% | 89 |
|
|
2024
Q3 | $1.87M | Sell |
6,823
-146
| -2% | -$37.4K | 0.21% | 94 |
|
|
2024
Q2 | $1.79M | Sell |
6,969
-50
| -0.7% | -$13.4K | 0.21% | 93 |
|
|
2024
Q1 | $2.11M | Sell |
7,019
-200
| -3% | -$57.7K | 0.25% | 87 |
|
|
2023
Q4 | $1.9M | Sell |
7,219
-355
| -5% | -$80.3K | 0.25% | 92 |
|
|
2023
Q3 | $1.54M | Sell |
7,574
-34
| -0.4% | -$7.35K | 0.22% | 97 |
|
|
2023
Q2 | $1.61M | Sell |
7,608
-103
| -1% | -$21K | 0.23% | 94 |
|
|
2023
Q1 | $1.54M | Sell |
7,711
-1,389
| -15% | -$235K | 0.24% | 92 |
|
|
2022
Q4 | $1.21M | Sell |
9,100
-7,070
| -44% | -$1.03M | 0.18% | 118 |
|
|
2022
Q3 | $2.33M | Sell |
16,170
-1,645
| -9% | -$279K | 0.39% | 68 |
|
|
2022
Q2 | $2.94M | Sell |
17,815
-11,290
| -39% | -$1.99M | 0.45% | 65 |
|
|
2022
Q1 | $6.18M | Sell |
29,105
-3,449
| -11% | -$742K | 0.76% | 38 |
|
|
2021
Q4 | $8.27M | Sell |
32,554
-232
| -0.7% | -$65.2K | 1.04% | 26 |
|
|
2021
Q3 | $8.89M | Buy |
32,786
+272
| +0.8% | +$69.1K | 1.21% | 22 |
|
|
2021
Q2 | $7.94M | Sell |
32,514
-486
| -1% | -$112K | 1.08% | 23 |
|
|
2021
Q1 | $6.99M | Sell |
33,000
-445
| -1% | -$99.1K | 0.99% | 30 |
|
|
2020
Q4 | $7.44M | Buy |
33,445
+814
| +2% | +$198K | 1.12% | 25 |
|
|
2020
Q3 | $8.2M | Buy |
32,631
+711
| +2% | +$156K | 1.37% | 19 |
|
|
2020
Q2 | $5.98M | Sell |
31,920
-1,848
| -5% | -$311K | 1.1% | 26 |
|
|
2020
Q1 | $4.86M | Sell |
33,768
-5,645
| -14% | -$968K | 1.12% | 25 |
|
|
2019
Q4 | $6.41M | Buy |
39,413
+897
| +2% | +$141K | 1.14% | 23 |
|
|
2019
Q3 | $5.72M | Sell |
38,516
-874
| -2% | -$133K | 1.1% | 24 |
|
|
2019
Q2 | $5.98M | Buy |
39,390
+900
| +2% | +$141K | 1.18% | 21 |
|
|
2019
Q1 | $6.1M | Buy |
38,490
+1,663
| +5% | +$258K | 1.25% | 19 |
|
|
2018
Q4 | $5.04M | Sell |
36,827
-225
| -0.6% | -$30.9K | 1.16% | 22 |
|
|
2018
Q3 | $5.89M | Buy |
37,052
+2,370
| +7% | +$352K | 1.12% | 21 |
|
|
2018
Q2 | $4.73M | Buy |
34,682
+5,269
| +18% | +$672K | 0.98% | 27 |
|
|
2018
Q1 | $3.42M | Buy |
29,413
+2,974
| +11% | +$342K | 0.72% | 45 |
|
|
2017
Q4 | $2.7M | Sell |
26,439
-3,000
| -10% | -$306K | 0.56% | 61 |
|
|
2017
Q3 | $2.75M | Buy |
29,439
+13,090
| +80% | +$1.2M | 0.59% | 60 |
|
|
2017
Q2 | $1.42M | Buy |
16,349
+634
| +4% | +$55.2K | 0.31% | 88 |
|
|
2017
Q1 | $1.3M | Buy |
15,715
+1,025
| +7% | +$81.9K | 0.3% | 85 |
|
|
2016
Q4 | $1.01M | Buy |
+14,690
| New | +$1.07M | 0.24% | 91 |
|
Other funds holding CRM
Cypress Capital Group's CRM Position: Q2 2026 in Review
Cypress Capital Group increased its Salesforce (CRM) stake by 53% in Q2 2026, buying an estimated $428K and bringing the position to 7,030 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #142.
Cypress Capital Group first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.89M in Q3 2021. 1,908 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Cypress Capital Group held 7,030 shares of Salesforce worth $1.1M as of Q2 2026.
- Cypress Capital Group bought 2,434 Salesforce shares in Q2 2026, an estimated $428K.
- Salesforce made up 0.1% of Cypress Capital Group's portfolio in Q2 2026, its #142 holding.
- Cypress Capital Group first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
- Cypress Capital Group's Salesforce position peaked at $8.89M in Q3 2021.
- 1,908 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.