Cypress Funds’s Salesforce CRM Stock Holding History

Cypress Funds’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
2021 Q2	–	Sell	-91,416	Closed	-$19.4M	–	19
2021 Q1	$19.4M	Sell	91,416 -100,000	-52%	-$22.3M	1.83%	17
2020 Q4	$42.6M	Hold	191,416	–	–	4.04%	15
2020 Q3	$48.1M	Hold	191,416	–	–	5.14%	10
2020 Q2	$35.9M	Hold	191,416	–	–	4.89%	12
2020 Q1	$27.6M	Sell	191,416 -32,347	-14%	-$5.55M	5.76%	10
2019 Q4	$36.4M	Buy	223,763 +23,763	+12%	+$3.73M	6.75%	8
2019 Q3	$29.7M	Sell	200,000 -70,000	-26%	-$10.6M	5.78%	8
2019 Q2	$41M	Hold	270,000	–	–	6.45%	5
2019 Q1	$42.8M	Hold	270,000	–	–	6.78%	4
2018 Q4	$37M	Buy	270,000 +25,000	+10%	+$3.44M	9.22%	4
2018 Q3	$39M	Buy	245,000 +4,800	+2%	+$712K	5.77%	6
2018 Q2	$32.8M	Buy	240,200 +55,200	+30%	+$7.04M	5.12%	7
2018 Q1	$21.5M	Buy	+185,000	New	+$21.2M	3.2%	14

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cypress Funds's CRM Position: Q2 2021 in Review

Cypress Funds sold out of Salesforce (CRM) in Q2 2021, closing a stake of 91,416 shares — an estimated $19.4M sold.

Cypress Funds first reported a position in CRM in Q1 2018 and held it in 13 quarters. The position peaked at $48.1M in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Cypress Funds reported no remaining Salesforce position as of Q2 2021 after selling out during the quarter.
Cypress Funds sold 91,416 Salesforce shares in Q2 2021, an estimated $19.4M.
Cypress Funds first reported a position in Salesforce in Q1 2018 and held it in 13 quarters.
Cypress Funds's Salesforce position peaked at $48.1M in Q3 2020.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Cypress Funds's 13F filing for Q2 2021, filed 3 Aug 2021.