Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,101,319
+$243,384 QoQ
Shares Held
7,030
+53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,167
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cypress Capital Group holds $6,881,653 across 7 Software - Application names. CRM ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
29,943 | $2,944,295 | |
| 2 | INTU |
Intuit Inc.
|
4,434 | $1,157,274 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
7,030 | $1,101,319 | |
| 4 | ADP |
Automatic Data Processing Inc
|
4,686 | $1,049,429 | |
| 5 | SNOW |
Snowflake Inc.
|
1,273 | $323,978 | |
| 6 | SHOP |
Shopify Inc.
|
2,014 | $229,958 | |
| 7 | GRAB |
Grab Holdings Ltd
|
20,000 | $75,400 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,319 | 7,030 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $857,935 | 4,596 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,599,791 | 6,039 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,438,353 | 6,069 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,646,774 | 6,039 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,332,675 | 4,966 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,676,999 | 5,016 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,867,522 | 6,823 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,791,729 | 6,969 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $2,113,981 | 7,019 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,899,606 | 7,219 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,535,854 | 7,574 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,607,265 | 7,608 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,540,502 | 7,711 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,206,568 | 9,100 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,325,891 | 16,170 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,940,187 | 17,815 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,179,572 | 29,105 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,272,947 | 32,554 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,892,216 | 32,786 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,942,191 | 32,514 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,991,706 | 33,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,442,513 | 33,445 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $8,200,821 | 32,631 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $5,979,571 | 31,920 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,861,914 | 33,768 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||