Congress Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-938
| Closed | -$248K | – | 422 |
|
|
2025
Q4 | $248K | Sell |
938
-19
| -2% | -$4.72K | ﹤0.01% | 367 |
|
|
2025
Q3 | $227K | Sell |
957
-3,154
| -77% | -$795K | ﹤0.01% | 384 |
|
|
2025
Q2 | $1.12M | Sell |
4,111
-301,974
| -99% | -$80.7M | 0.01% | 312 |
|
|
2025
Q1 | $82.1M | Sell |
306,085
-10,592
| -3% | -$3.29M | 0.61% | 62 |
|
|
2024
Q4 | $106M | Buy |
316,677
+16,435
| +5% | +$5.25M | 0.72% | 64 |
|
|
2024
Q3 | $82.2M | Buy |
300,242
+35,320
| +13% | +$9.05M | 0.56% | 78 |
|
|
2024
Q2 | $68.1M | Sell |
264,922
-43,418
| -14% | -$11.6M | 0.49% | 80 |
|
|
2024
Q1 | $92.9M | Buy |
308,340
+256,097
| +490% | +$73.9M | 0.66% | 71 |
|
|
2023
Q4 | $13.7M | Buy |
52,243
+47,327
| +963% | +$10.7M | 0.11% | 147 |
|
|
2023
Q3 | $997K | Hold |
4,916
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $1.04M | Sell |
4,916
-585
| -11% | -$119K | 0.01% | 306 |
|
|
2023
Q1 | $1.1M | Sell |
5,501
-242
| -4% | -$40.9K | 0.01% | 305 |
|
|
2022
Q4 | $761K | Sell |
5,743
-45,100
| -89% | -$6.58M | 0.01% | 317 |
|
|
2022
Q3 | $7.31M | Buy |
50,843
+11,146
| +28% | +$1.89M | 0.08% | 172 |
|
|
2022
Q2 | $6.55M | Sell |
39,697
-9,793
| -20% | -$1.73M | 0.06% | 191 |
|
|
2022
Q1 | $10.5M | Sell |
49,490
-1,306
| -3% | -$281K | 0.09% | 163 |
|
|
2021
Q4 | $12.9M | Sell |
50,796
-11,870
| -19% | -$3.34M | 0.1% | 139 |
|
|
2021
Q3 | $17M | Buy |
62,666
+12,591
| +25% | +$3.2M | 0.13% | 97 |
|
|
2021
Q2 | $12.2M | Buy |
50,075
+392
| +0.8% | +$90.3K | 0.1% | 114 |
|
|
2021
Q1 | $10.5M | Sell |
49,683
-164
| -0.3% | -$36.5K | 0.1% | 122 |
|
|
2020
Q4 | $11.1M | Buy |
49,847
+670
| +1% | +$163K | 0.1% | 108 |
|
|
2020
Q3 | $12.4M | Sell |
49,177
-4,284
| -8% | -$938K | 0.13% | 94 |
|
|
2020
Q2 | $10M | Buy |
53,461
+660
| +1% | +$111K | 0.12% | 97 |
|
|
2020
Q1 | $7.6M | Buy |
52,801
+504
| +1% | +$86.4K | 0.12% | 101 |
|
|
2019
Q4 | $8.51M | Sell |
52,297
-87
| -0.2% | -$13.6K | 0.1% | 117 |
|
|
2019
Q3 | $7.78M | Buy |
52,384
+795
| +2% | +$121K | 0.1% | 109 |
|
|
2019
Q2 | $7.83M | Buy |
51,589
+883
| +2% | +$138K | 0.1% | 118 |
|
|
2019
Q1 | $8.03M | Buy |
50,706
+170
| +0.3% | +$26.3K | 0.11% | 112 |
|
|
2018
Q4 | $6.92M | Buy |
50,536
+677
| +1% | +$93.1K | 0.1% | 119 |
|
|
2018
Q3 | $7.93M | Buy |
49,859
+309
| +0.6% | +$45.9K | 0.1% | 125 |
|
|
2018
Q2 | $6.76M | Sell |
49,550
-5,037
| -9% | -$643K | 0.09% | 136 |
|
|
2018
Q1 | $6.35M | Buy |
+54,587
| New | +$6.27M | 0.09% | 142 |
|
Other funds holding CRM
VCM
VPM
Congress Asset Management's CRM Position: Q1 2026 in Review
Congress Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 938 shares — an estimated $248K sold.
Congress Asset Management first reported a position in CRM in Q1 2018 and held it in 32 quarters. The position peaked at $106M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Congress Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Congress Asset Management sold 938 Salesforce shares in Q1 2026, an estimated $248K.
- Congress Asset Management first reported a position in Salesforce in Q1 2018 and held it in 32 quarters.
- Congress Asset Management's Salesforce position peaked at $106M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.