Congress Wealth Management’s Salesforce CRM Stock Holding History

Congress Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Sell	44,467 -30,785	-41%	-$8.23M	0.12%	210
2025 Q1	$20.2M	Buy	75,252 +8,764	+13%	+$2.73M	0.24%	106
2024 Q4	$22.2M	Sell	66,488 -1,772	-3%	-$566K	0.31%	84
2024 Q3	$18.7M	Buy	68,260 +16,747	+33%	+$4.29M	0.25%	108
2024 Q2	$13.2M	Buy	51,513 +2,905	+6%	+$777K	0.21%	139
2024 Q1	$14.6M	Buy	48,608 +42,177	+656%	+$12.2M	0.25%	116
2023 Q4	$1.69M	Buy	6,431 +1,078	+20%	+$244K	0.03%	334
2023 Q3	$1.09M	Buy	5,353 +1,779	+50%	+$384K	0.02%	366
2023 Q2	$755K	Sell	3,574 -368	-9%	-$75.1K	0.02%	371
2023 Q1	$788K	Buy	3,942 +72	+2%	+$12.2K	0.02%	369
2022 Q4	$513K	Sell	3,870 -1,615	-29%	-$236K	0.01%	402
2022 Q3	$790K	Buy	5,485 +105	+2%	+$17.8K	0.02%	354
2022 Q2	$888K	Sell	5,380 -343	-6%	-$60.6K	0.02%	346
2022 Q1	$1.22M	Buy	5,723 +57	+1%	+$12.3K	0.03%	330
2021 Q4	$1.44M	Buy	+5,666	New	+$1.59M	0.03%	332

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return