CCMW
Cypress Capital Management (Wyoming)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
800
| – | – | 0.24% | 49 |
|
|
2025
Q1 | $215K | Hold |
800
| – | – | 0.26% | 48 |
|
|
2024
Q4 | $267K | Sell |
800
-120
| -13% | -$40.1K | 0.31% | 48 |
|
|
2024
Q3 | $252K | Hold |
920
| – | – | 0.27% | 48 |
|
|
2024
Q2 | $237K | Sell |
920
-200
| -18% | -$51.4K | 0.25% | 50 |
|
|
2024
Q1 | $337K | Hold |
1,120
| – | – | 0.36% | 41 |
|
|
2023
Q4 | $295K | Hold |
1,120
| – | – | 0.32% | 45 |
|
|
2023
Q3 | $227K | Hold |
1,120
| – | – | 0.27% | 45 |
|
|
2023
Q2 | $237K | Sell |
1,120
-300
| -21% | -$63.4K | 0.26% | 43 |
|
|
2023
Q1 | $284K | Hold |
1,420
| – | – | 0.33% | 37 |
|
|
2022
Q4 | $188K | Hold |
1,420
| – | – | 0.23% | 42 |
|
|
2022
Q3 | $204K | Hold |
1,420
| – | – | 0.29% | 35 |
|
|
2022
Q2 | $234K | Hold |
1,420
| – | – | 0.3% | 34 |
|
|
2022
Q1 | $301K | Hold |
1,420
| – | – | 0.36% | 30 |
|
|
2021
Q4 | $361K | Hold |
1,420
| – | – | 0.3% | 51 |
|
|
2021
Q3 | $385K | Sell |
1,420
-52
| -4% | -$14.1K | 0.32% | 52 |
|
|
2021
Q2 | $360K | Sell |
1,472
-91
| -6% | -$22.3K | 0.28% | 61 |
|
|
2021
Q1 | $331K | Buy |
1,563
+35
| +2% | +$7.41K | 0.29% | 61 |
|
|
2020
Q4 | $340K | Sell |
1,528
-3,998
| -72% | -$890K | 0.29% | 57 |
|
|
2020
Q3 | $1.47M | Buy |
5,526
+4,176
| +309% | +$1.11M | 1.32% | 25 |
|
|
2020
Q2 | $253K | Hold |
1,350
| – | – | 0.25% | 65 |
|
|
2020
Q1 | $194K | Sell |
1,350
-200
| -13% | -$28.7K | 0.27% | 50 |
|
|
2019
Q4 | $252K | Hold |
1,550
| – | – | 0.24% | 58 |
|
|
2019
Q3 | $230K | Hold |
1,550
| – | – | 0.27% | 52 |
|
|
2019
Q2 | $235K | Sell |
1,550
-3,960
| -72% | -$600K | 0.28% | 60 |
|
|
2019
Q1 | $873K | Buy |
5,510
+24
| +0.4% | +$3.8K | 1.17% | 30 |
|
|
2018
Q4 | $751K | Buy |
5,486
+181
| +3% | +$24.8K | 1.44% | 19 |
|
|
2018
Q3 | $844K | Buy |
5,305
+1,975
| +59% | +$314K | 0.85% | 33 |
|
|
2018
Q2 | $454K | Hold |
3,330
| – | – | 0.48% | 62 |
|
|
2018
Q1 | $387K | Buy |
3,330
+200
| +6% | +$23.2K | 0.44% | 61 |
|
|
2017
Q4 | $320K | Sell |
3,130
-100
| -3% | -$10.2K | 0.36% | 67 |
|
|
2017
Q3 | $302K | Hold |
3,230
| – | – | 0.36% | 65 |
|
|
2017
Q2 | $280K | Sell |
3,230
-2,825
| -47% | -$245K | 0.32% | 56 |
|
|
2017
Q1 | $499K | Sell |
6,055
-1,700
| -22% | -$140K | 0.62% | 32 |
|
|
2016
Q4 | $542K | Sell |
7,755
-100
| -1% | -$6.99K | 0.57% | 30 |
|
|
2016
Q3 | $560K | Buy |
7,855
+400
| +5% | +$28.5K | 0.72% | 26 |
|
|
2016
Q2 | $592K | Buy |
7,455
+55
| +0.7% | +$4.37K | 0.77% | 26 |
|
|
2016
Q1 | $546K | Sell |
7,400
-700
| -9% | -$51.7K | 0.74% | 28 |
|
|
2015
Q4 | $635K | Hold |
8,100
| – | – | 0.8% | 28 |
|
|
2015
Q3 | $562K | Hold |
8,100
| – | – | 0.72% | 31 |
|
|
2015
Q2 | $564K | Sell |
8,100
-6,580
| -45% | -$458K | 0.64% | 35 |
|
|
2015
Q1 | $981K | Sell |
14,680
-250
| -2% | -$16.7K | 1.2% | 25 |
|
|
2014
Q4 | $885K | Buy |
+14,930
| New | +$885K | 1.15% | 25 |
|