salesforce shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in salesforce
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Quarterly reported holdings in salesforce by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $12M | 45k | 272.71 |
| 2025-03-31 | $20M | 75k | 268.75 |
| 2024-12-31 | $22M | 67k | 334.33 |
| 2024-09-30 | $19M | 68k | 273.72 |
| 2024-03-31 | $15M | 49k | 301.19 |
| 2023-12-31 | $1.7M | 6.4k | 263.20 |
| 2023-09-30 | $1.1M | 5.4k | 202.81 |
| 2023-06-30 | $755k | 3.6k | 211.26 |
| 2023-03-31 | $788k | 3.9k | 199.84 |
| 2022-12-31 | $513k | 3.9k | 132.59 |
| 2022-09-30 | $790k | 5.5k | 144.03 |
| 2022-06-30 | $888k | 5.4k | 165.06 |
| 2022-03-31 | $1.2M | 5.7k | 212.30 |
| 2021-12-31 | $1.4M | 5.7k | 254.15 |
More positions owned by Congress Wealth Management LLC / DE /
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