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Cypress Capital Management (Delaware)’s Salesforce CRM Stock Holding History

Cypress Capital Management (Delaware)’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
-2,749
Closed -$395K – 39
2022
Q3 		$395K Buy
2,749
+1,279
+87% +$217K 0.07% 142
2022
Q2 		$243K Buy
+1,470
New +$260K 0.04% 184

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cypress Capital Management (Delaware)'s CRM Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Salesforce (CRM) in Q4 2022, closing a stake of 2,749 shares — an estimated $395K sold.

Cypress Capital Management (Delaware) first reported a position in CRM in Q2 2022 and held it in 2 quarters. The position peaked at $395K in Q3 2022. 2,022 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 2,749 Salesforce shares in Q4 2022, an estimated $395K.
  • Cypress Capital Management (Delaware) first reported a position in Salesforce in Q2 2022 and held it in 2 quarters.
  • Cypress Capital Management (Delaware)'s Salesforce position peaked at $395K in Q3 2022.
  • 2,022 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.