salesforce shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 3.0k | 237.04 |
| 2025-06-30 | $810k | 3.0k | 272.69 |
| 2024-12-31 | $248k | 741 | 334.40 |