Congress Park Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $450K | Sell |
2,875
-576
| -17% | -$101K | 0.12% | 94 |
|
|
2026
Q1 | $644K | Sell |
3,451
-5,933
| -63% | -$1.23M | 0.2% | 79 |
|
|
2025
Q4 | $2.49M | Sell |
9,384
-1,174
| -11% | -$292K | 0.74% | 33 |
|
|
2025
Q3 | $2.5M | Buy |
10,558
+1,601
| +18% | +$404K | 0.78% | 33 |
|
|
2025
Q2 | $2.44M | Buy |
8,957
+834
| +10% | +$223K | 0.8% | 33 |
|
|
2025
Q1 | $2.18M | Sell |
8,123
-314
| -4% | -$97.7K | 0.83% | 32 |
|
|
2024
Q4 | $2.82M | Sell |
8,437
-290
| -3% | -$92.5K | 1.02% | 29 |
|
|
2024
Q3 | $2.39M | Sell |
8,727
-388
| -4% | -$99.4K | 0.89% | 35 |
|
|
2024
Q2 | $2.34M | Buy |
9,115
+6,080
| +200% | +$1.63M | 0.94% | 33 |
|
|
2024
Q1 | $914K | Sell |
3,035
-495
| -14% | -$143K | 0.4% | 55 |
|
|
2023
Q4 | $929K | Buy |
3,530
+450
| +15% | +$102K | 0.45% | 53 |
|
|
2023
Q3 | $625K | Sell |
3,080
-25
| -0.8% | -$5.4K | 0.33% | 66 |
|
|
2023
Q2 | $656K | Sell |
3,105
-150
| -5% | -$30.6K | 0.33% | 66 |
|
|
2023
Q1 | $650K | Sell |
3,255
-3,450
| -51% | -$583K | 0.34% | 69 |
|
|
2022
Q4 | $889K | Buy |
6,705
+428
| +7% | +$62.5K | 0.52% | 49 |
|
|
2022
Q3 | $903K | Buy |
6,277
+1,027
| +20% | +$174K | 0.52% | 46 |
|
|
2022
Q2 | $866K | Buy |
5,250
+475
| +10% | +$83.9K | 0.53% | 47 |
|
|
2022
Q1 | $1.01M | Buy |
4,775
+1,175
| +33% | +$253K | 0.51% | 52 |
|
|
2021
Q4 | $915K | Buy |
3,600
+100
| +3% | +$28.1K | 0.45% | 53 |
|
|
2021
Q3 | $949K | Hold |
3,500
| – | – | 0.49% | 55 |
|
|
2021
Q2 | $855K | Sell |
3,500
-3,875
| -53% | -$893K | 0.43% | 56 |
|
|
2021
Q1 | $1.56M | Sell |
7,375
-835
| -10% | -$186K | 0.87% | 30 |
|
|
2020
Q4 | $1.83M | Sell |
8,210
-102
| -1% | -$24.8K | 1.08% | 24 |
|
|
2020
Q3 | $2.09M | Buy |
8,312
+1,437
| +21% | +$315K | 1.29% | 23 |
|
|
2020
Q2 | $1.29M | Sell |
6,875
-570
| -8% | -$96K | 0.99% | 29 |
|
|
2020
Q1 | $1.07M | Sell |
7,445
-1,460
| -16% | -$250K | 0.97% | 28 |
|
|
2019
Q4 | $1.45M | Hold |
8,905
| – | – | 1.07% | 26 |
|
|
2019
Q3 | $1.32M | Hold |
8,905
| – | – | 1.11% | 26 |
|
|
2019
Q2 | $1.43M | Sell |
8,905
-30
| -0.3% | -$4.7K | 1.13% | 26 |
|
|
2019
Q1 | $1.42M | Buy |
8,935
+165
| +2% | +$25.6K | 1.22% | 25 |
|
|
2018
Q4 | $1.2M | Buy |
8,770
+350
| +4% | +$48.1K | 1.32% | 25 |
|
|
2018
Q3 | $1.34M | Buy |
8,420
+75
| +0.9% | +$11.1K | 1.2% | 24 |
|
|
2018
Q2 | $1.14M | Hold |
8,345
| – | – | 1.09% | 29 |
|
|
2018
Q1 | $971K | Sell |
8,345
-125
| -1% | -$14.4K | 1% | 31 |
|
|
2017
Q4 | $866K | Buy |
+8,470
| New | +$863K | 0.87% | 37 |
|
Other funds holding CRM
FWIA
ATO
Congress Park Capital's CRM Position: Q2 2026 in Review
Congress Park Capital reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $101K and leaving 2,875 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #94.
Congress Park Capital first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.82M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Congress Park Capital held 2,875 shares of Salesforce worth $450K as of Q2 2026.
- Congress Park Capital sold 576 Salesforce shares in Q2 2026, an estimated $101K.
- Salesforce made up 0.12% of Congress Park Capital's portfolio in Q2 2026, its #94 holding.
- Congress Park Capital first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
- Congress Park Capital's Salesforce position peaked at $2.82M in Q4 2024.
- 1,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.