A detailed history of Congress Asset Management CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Congress Asset Management CO holds 300,242 shares of CRM stock, worth $97.8 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
300,242
Previous 264,922 13.33%
Holding current value
$97.8 Million
Previous $68.1 Million 20.65%
% of portfolio
0.57%
Previous 0.5%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$238.42 - $276.53 $8.42 Million - $9.77 Million
35,320 Added 13.33%
300,242 $82.2 Million
Q2 2024

Aug 02, 2024

SELL
$218.01 - $304.74 $9.47 Million - $13.2 Million
-43,418 Reduced 14.08%
264,922 $68.1 Million
Q1 2024

Apr 11, 2024

BUY
$251.12 - $316.88 $64.3 Million - $81.2 Million
256,097 Added 490.2%
308,340 $92.9 Million
Q4 2023

Mar 04, 2024

BUY
$196.25 - $267.25 $9.29 Million - $12.6 Million
47,327 Added 962.71%
52,243 $13.7 Million
Q2 2023

Jul 27, 2023

SELL
$188.89 - $223.38 $110,500 - $130,677
-585 Reduced 10.63%
4,916 $1.04 Million
Q1 2023

Apr 21, 2023

SELL
$134.8 - $199.78 $32,621 - $48,346
-242 Reduced 4.21%
5,501 $1.1 Million
Q4 2022

Jan 18, 2023

SELL
$128.21 - $165.27 $5.78 Million - $7.45 Million
-45,100 Reduced 88.7%
5,743 $0
Q3 2022

Nov 08, 2022

BUY
$143.84 - $191.27 $1.6 Million - $2.13 Million
11,146 Added 28.08%
50,843 $7.31 Million
Q2 2022

Aug 02, 2022

SELL
$155.6 - $218.85 $1.52 Million - $2.14 Million
-9,793 Reduced 19.79%
39,697 $6.55 Million
Q1 2022

Apr 20, 2022

SELL
$190.54 - $255.46 $248,845 - $333,630
-1,306 Reduced 2.57%
49,490 $10.5 Million
Q4 2021

Jan 28, 2022

SELL
$247.21 - $309.96 $2.93 Million - $3.68 Million
-11,870 Reduced 18.94%
50,796 $12.9 Million
Q3 2021

Nov 08, 2021

BUY
$237.55 - $285.63 $2.99 Million - $3.6 Million
12,591 Added 25.14%
62,666 $17 Million
Q2 2021

Aug 05, 2021

BUY
$210.54 - $246.26 $82,531 - $96,533
392 Added 0.79%
50,075 $12.2 Million
Q1 2021

May 05, 2021

SELL
$205.33 - $248.59 $33,674 - $40,768
-164 Reduced 0.33%
49,683 $10.5 Million
Q4 2020

Jan 26, 2021

BUY
$220.15 - $267.07 $147,500 - $178,936
670 Added 1.36%
49,847 $11.1 Million
Q3 2020

Nov 03, 2020

SELL
$185.51 - $281.25 $794,724 - $1.2 Million
-4,284 Reduced 8.01%
49,177 $12.4 Million
Q2 2020

Jul 23, 2020

BUY
$134.06 - $191.65 $88,479 - $126,489
660 Added 1.25%
53,461 $10 Million
Q1 2020

Apr 21, 2020

BUY
$124.3 - $193.36 $62,647 - $97,453
504 Added 0.96%
52,801 $7.6 Million
Q4 2019

Feb 10, 2020

SELL
$142.33 - $164.98 $12,382 - $14,353
-87 Reduced 0.17%
52,297 $8.51 Million
Q3 2019

Nov 01, 2019

BUY
$139.72 - $159.97 $111,077 - $127,176
795 Added 1.54%
52,384 $7.78 Million
Q2 2019

Aug 07, 2019

BUY
$145.1 - $165.96 $128,123 - $146,542
883 Added 1.74%
51,589 $7.83 Million
Q1 2019

May 08, 2019

BUY
$130.4 - $166.95 $22,168 - $28,381
170 Added 0.34%
50,706 $8.03 Million
Q4 2018

Jan 25, 2019

BUY
$120.67 - $159.86 $81,693 - $108,225
677 Added 1.36%
50,536 $6.92 Million
Q3 2018

Oct 26, 2018

BUY
$137.15 - $160.43 $42,379 - $49,572
309 Added 0.62%
49,859 $7.93 Million
Q2 2018

Jul 25, 2018

SELL
$115.3 - $139.8 $580,766 - $704,172
-5,037 Reduced 9.23%
49,550 $6.76 Million
Q1 2018

May 11, 2018

BUY
$104.03 - $127.99 $5.68 Million - $6.99 Million
54,587 New
54,587 $6.35 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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