Cypress Capital’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Buy	1,595 +439	+38%	+$120K	0.13%	65
2025 Q1	$310K	Buy	+1,156	New	+$310K	0.09%	68
2024 Q3	–	Sell	-10	Closed	-$2.57K	–	142
2024 Q2	$2.57K	Buy	+10	New	+$2.57K	﹤0.01%	269