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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's CRM Position: Q2 2025 in Review

Congress Wealth Management reduced its Salesforce (CRM) stake by 41% in Q2 2025, selling an estimated $8.23M and leaving 44,467 shares worth $12.1M. The position accounts for 0.12% of the portfolio, ranked #210.

Congress Wealth Management first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.2M in Q4 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Congress Wealth Management held 44,467 shares of Salesforce worth $12.1M as of Q2 2025.
  • Congress Wealth Management sold 30,785 Salesforce shares in Q2 2025, an estimated $8.23M.
  • Salesforce made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #210 holding.
  • Congress Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Salesforce position peaked at $22.2M in Q4 2024.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.