CAM
Congress Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,111
-301,974
| -99% | -$82.4M | 0.01% | 312 |
|
|
2025
Q1 | $82.1M | Sell |
306,085
-10,592
| -3% | -$2.84M | 0.61% | 62 |
|
|
2024
Q4 | $106M | Buy |
316,677
+16,435
| +5% | +$5.49M | 0.72% | 64 |
|
|
2024
Q3 | $82.2M | Buy |
300,242
+35,320
| +13% | +$9.67M | 0.56% | 78 |
|
|
2024
Q2 | $68.1M | Sell |
264,922
-43,418
| -14% | -$11.2M | 0.49% | 80 |
|
|
2024
Q1 | $92.9M | Buy |
308,340
+256,097
| +490% | +$77.1M | 0.66% | 71 |
|
|
2023
Q4 | $13.7M | Buy |
52,243
+47,327
| +963% | +$12.5M | 0.11% | 147 |
|
|
2023
Q3 | $997K | Hold |
4,916
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $1.04M | Sell |
4,916
-585
| -11% | -$124K | 0.01% | 306 |
|
|
2023
Q1 | $1.1M | Sell |
5,501
-242
| -4% | -$48.3K | 0.01% | 305 |
|
|
2022
Q4 | $761K | Sell |
5,743
-45,100
| -89% | -$5.98M | 0.01% | 317 |
|
|
2022
Q3 | $7.31M | Buy |
50,843
+11,146
| +28% | +$1.6M | 0.08% | 172 |
|
|
2022
Q2 | $6.55M | Sell |
39,697
-9,793
| -20% | -$1.62M | 0.06% | 191 |
|
|
2022
Q1 | $10.5M | Sell |
49,490
-1,306
| -3% | -$277K | 0.09% | 163 |
|
|
2021
Q4 | $12.9M | Sell |
50,796
-11,870
| -19% | -$3.02M | 0.1% | 139 |
|
|
2021
Q3 | $17M | Buy |
62,666
+12,591
| +25% | +$3.41M | 0.13% | 97 |
|
|
2021
Q2 | $12.2M | Buy |
50,075
+392
| +0.8% | +$95.8K | 0.1% | 114 |
|
|
2021
Q1 | $10.5M | Sell |
49,683
-164
| -0.3% | -$34.7K | 0.1% | 122 |
|
|
2020
Q4 | $11.1M | Buy |
49,847
+670
| +1% | +$149K | 0.1% | 108 |
|
|
2020
Q3 | $12.4M | Sell |
49,177
-4,284
| -8% | -$1.08M | 0.13% | 94 |
|
|
2020
Q2 | $10M | Buy |
53,461
+660
| +1% | +$124K | 0.12% | 97 |
|
|
2020
Q1 | $7.6M | Buy |
52,801
+504
| +1% | +$72.6K | 0.12% | 101 |
|
|
2019
Q4 | $8.51M | Sell |
52,297
-87
| -0.2% | -$14.2K | 0.1% | 117 |
|
|
2019
Q3 | $7.78M | Buy |
52,384
+795
| +2% | +$118K | 0.1% | 109 |
|
|
2019
Q2 | $7.83M | Buy |
51,589
+883
| +2% | +$134K | 0.1% | 118 |
|
|
2019
Q1 | $8.03M | Buy |
50,706
+170
| +0.3% | +$26.9K | 0.11% | 112 |
|
|
2018
Q4 | $6.92M | Buy |
50,536
+677
| +1% | +$92.7K | 0.1% | 119 |
|
|
2018
Q3 | $7.93M | Buy |
49,859
+309
| +0.6% | +$49.1K | 0.1% | 125 |
|
|
2018
Q2 | $6.76M | Sell |
49,550
-5,037
| -9% | -$687K | 0.09% | 136 |
|
|
2018
Q1 | $6.35M | Buy |
+54,587
| New | +$6.35M | 0.09% | 142 |
|