Cypress Point Wealth Management’s Salesforce CRM Stock Holding History

Cypress Point Wealth Management’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 Q2	$352K	Sell	2,249 -348	-13%	-$61.2K	0.07%	96
2026 Q1	$485K	Buy	2,597 +1,054	+68%	+$218K	0.1%	65
2025 Q4	$409K	Hold	1,543	–	–	0.09%	65
2025 Q3	$366K	Hold	1,543	–	–	0.07%	63
2025 Q2	$421K	Hold	1,543	–	–	0.1%	59
2025 Q1	$414K	Hold	1,543	–	–	0.13%	54
2024 Q4	$516K	Sell	1,543 -420	-21%	-$134K	0.16%	51
2024 Q3	$537K	Buy	1,963 +87	+5%	+$22.3K	0.21%	54
2024 Q2	$482K	Sell	1,876 -120	-6%	-$32.1K	0.23%	53
2024 Q1	$601K	Buy	+1,996	New	+$576K	0.31%	50
2022 Q2	–	Sell	-1,543	Closed	-$328K	–	28
2022 Q1	$328K	Hold	1,543	–	–	0.33%	26
2021 Q4	$392K	Hold	1,543	–	–	0.36%	24
2021 Q3	$418K	Hold	1,543	–	–	0.3%	22
2021 Q2	$377K	Hold	1,543	–	–	0.27%	23
2021 Q1	$327K	Buy	+1,543	New	+$344K	0.34%	19

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cypress Point Wealth Management's CRM Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $61.2K and leaving 2,249 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #96.

Cypress Point Wealth Management first reported a position in CRM in Q1 2021 and has held it in 15 quarters since. The position peaked at $601K in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cypress Point Wealth Management held 2,249 shares of Salesforce worth $352K as of Q2 2026.
Cypress Point Wealth Management sold 348 Salesforce shares in Q2 2026, an estimated $61.2K.
Salesforce made up 0.07% of Cypress Point Wealth Management's portfolio in Q2 2026, its #96 holding.
Cypress Point Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 15 quarters since.
Cypress Point Wealth Management's Salesforce position peaked at $601K in Q1 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.