A detailed history of Congress Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 68,260 shares of CRM stock, worth $23.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
68,260
Previous 51,513 32.51%
Holding current value
$23.3 Million
Previous $13.2 Million 41.08%
% of portfolio
0.26%
Previous 0.22%

Shares

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

Nov 12, 2024

BUY
$238.42 - $276.53 $3.99 Million - $4.63 Million
16,747 Added 32.51%
68,260 $18.7 Million
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $633,319 - $885,269
2,905 Added 5.98%
51,513 $13.2 Million
Q1 2024

Apr 18, 2024

BUY
$251.12 - $316.88 $10.6 Million - $13.4 Million
42,177 Added 655.84%
48,608 $14.6 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $211,557 - $288,095
1,078 Added 20.14%
6,431 $1.69 Million
Q3 2023

Oct 30, 2023

BUY
$202.49 - $234.37 $360,229 - $416,944
1,779 Added 49.78%
5,353 $1.09 Million
Q2 2023

Jul 13, 2023

SELL
$188.89 - $223.38 $69,511 - $82,203
-368 Reduced 9.34%
3,574 $755,000
Q1 2023

Apr 14, 2023

BUY
$134.8 - $199.78 $9,705 - $14,384
72 Added 1.86%
3,942 $787,000
Q4 2022

Feb 02, 2023

SELL
$128.21 - $165.27 $207,059 - $266,911
-1,615 Reduced 29.44%
3,870 $513,000
Q3 2022

Nov 08, 2022

BUY
$143.84 - $191.27 $15,103 - $20,083
105 Added 1.95%
5,485 $790,000
Q2 2022

Aug 11, 2022

SELL
$155.6 - $218.85 $53,370 - $75,065
-343 Reduced 5.99%
5,380 $888,000
Q1 2022

May 16, 2022

BUY
$190.54 - $255.46 $10,860 - $14,561
57 Added 1.01%
5,723 $1.22 Million
Q4 2021

Feb 04, 2022

BUY
$247.21 - $309.96 $1.4 Million - $1.76 Million
5,666 New
5,666 $1.44 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 $341B
  • 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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