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Cypress Wealth Services’s Salesforce CRM Stock Holding History

Cypress Wealth Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$810K Buy
+2,969
New +$810K 0.14% 121
2025
Q1 		– Sell
-741
Closed -$248K – 285
2024
Q4 		$248K Buy
+741
New +$248K 0.05% 237