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 Q2	$531K	Sell	3,388 -55	-2%	-$9.67K	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

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 Wealth Services's CRM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Salesforce (CRM) stake by 1.6% in Q2 2026, selling an estimated $9.67K and leaving 3,388 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #227.

Cypress Wealth Services first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $882K in Q4 2025. 750 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cypress Wealth Services held 3,388 shares of Salesforce worth $531K as of Q2 2026.
Cypress Wealth Services sold 55 Salesforce shares in Q2 2026, an estimated $9.67K.
Salesforce made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #227 holding.
Cypress Wealth Services first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Cypress Wealth Services's Salesforce position peaked at $882K in Q4 2025.
750 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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