Cypress Wealth Services
CRM icon

Cypress Wealth Services’s Salesforce CRM Stock Holding History

Cypress Wealth Services’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
Q3 		$771K Buy
3,429
+41
+1% +$8.46K 0.09% 171
2026
Q2 		$531K Sell
3,388
-55
-2% -$9.7K 0.07% 227
2026
Q1 		$643K Buy
3,443
+114
+3% +$23.6K 0.09% 178
2025
Q4 		$882K Buy
3,329
+378
+13% +$93.9K 0.12% 132
2025
Q3 		$699K Sell
2,951
-18
-0.6% -$4.54K 0.11% 137
2025
Q2 		$810K Buy
+2,969
New +$794K 0.14% 121
2025
Q1 		– Sell
-741
Closed -$248K – 285
2024
Q4 		$248K Buy
+741
New +$236K 0.05% 237

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cypress Wealth Services's CRM Position: Q3 2026 in Review

Cypress Wealth Services increased its Salesforce (CRM) stake by 1.2% in Q3 2026, buying an estimated $8.46K and bringing the position to 3,429 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #171.

Cypress Wealth Services first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $882K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Cypress Wealth Services held 3,429 shares of Salesforce worth $771K as of Q3 2026.
  • Cypress Wealth Services bought 41 Salesforce shares in Q3 2026, an estimated $8.46K.
  • Salesforce made up 0.09% of Cypress Wealth Services's portfolio in Q3 2026, its #171 holding.
  • Cypress Wealth Services first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Cypress Wealth Services's Salesforce position peaked at $882K in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.