Congress Asset Management CO Salesforce, Inc. Transaction History

Congress Asset Management CO

$14 Billion
Q2 2025

A detailed history of Congress Asset Management CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Congress Asset Management CO holds 4,111 shares of CRM stock, worth $990,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,111

Previous 306,085 98.66%

Holding current value

$990,257

Previous $82.1 Million 98.64%

% of portfolio

0.01%

Previous 0.64%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$236.26 - $291.15 $71.3 Million - $87.9 Million	-301,974 Reduced 98.66%	4,111 $1.12 Million
Q1 2025 Apr 11, 2025	SELL	$268.36 - $359.95 $2.84 Million - $3.81 Million	-10,592 Reduced 3.34%	306,085 $82.1 Million
Q4 2024 Jan 30, 2025	BUY	$270.87 - $367.87 $4.45 Million - $6.05 Million	16,435 Added 5.47%	316,677 $106 Million
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

# of Institutions

3,392

Shares Held

766M

Call Options Held

20.1M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $241B
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...

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Congress Asset Management CO Salesforce, Inc. Transaction History