Cypress Capital’s Salesforce CRM Stock Holding History

Cypress Capital’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 Q1	–	Sell	-1,476	Closed	-$391K	–	98
2025 Q4	$391K	Buy	1,476 +41	+3%	+$10.2K	0.11%	72
2025 Q3	$340K	Sell	1,435 -160	-10%	-$40.4K	0.1%	76
2025 Q2	$435K	Buy	1,595 +439	+38%	+$117K	0.13%	65
2025 Q1	$310K	Buy	+1,156	New	+$360K	0.09%	68
2024 Q3	–	Sell	-10	Closed	-$2.57K	–	143
2024 Q2	$2.57K	Buy	+10	New	+$2.68K	﹤0.01%	272

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cypress Capital's CRM Position: Q1 2026 in Review

Cypress Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,476 shares — an estimated $391K sold.

Cypress Capital first reported a position in CRM in Q2 2024 and held it in 5 quarters. The position peaked at $435K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cypress Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Cypress Capital sold 1,476 Salesforce shares in Q1 2026, an estimated $391K.
Cypress Capital first reported a position in Salesforce in Q2 2024 and held it in 5 quarters.
Cypress Capital's Salesforce position peaked at $435K in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cypress Capital's 13F filing for Q1 2026, filed 28 Apr 2026.