Congress Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $22.2M | Sell |
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|
2024
Q3 | $18.7M | Buy |
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|
2024
Q2 | $13.2M | Buy |
|
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $1.69M | Buy |
|
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|
2023
Q3 | $1.09M | Buy |
|
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $788K | Buy |
|
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|
2022
Q4 | $513K | Sell |
|
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $888K | Sell |
|
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|
2022
Q1 | $1.22M | Buy |
|
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|
2021
Q4 | $1.44M | Buy |
|