Plante Moran Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21K | Buy |
134
+21
| +19% | +$3.69K | ﹤0.01% | 469 |
|
|
2026
Q1 | $21K | Sell |
113
-109
| -49% | -$22.6K | ﹤0.01% | 423 |
|
|
2025
Q4 | $58.9K | Buy |
222
+12
| +6% | +$2.98K | ﹤0.01% | 302 |
|
|
2025
Q3 | $49.8K | Buy |
210
+21
| +11% | +$5.3K | ﹤0.01% | 337 |
|
|
2025
Q2 | $51.6K | Sell |
189
-80
| -30% | -$21.4K | ﹤0.01% | 328 |
|
|
2025
Q1 | $72.2K | Sell |
269
-27
| -9% | -$8.4K | 0.01% | 287 |
|
|
2024
Q4 | $99K | Sell |
296
-25
| -8% | -$7.98K | 0.01% | 259 |
|
|
2024
Q3 | $87.9K | Sell |
321
-143
| -31% | -$36.6K | 0.01% | 302 |
|
|
2024
Q2 | $119K | Buy |
464
+66
| +17% | +$17.7K | 0.01% | 224 |
|
|
2024
Q1 | $120K | Buy |
398
+105
| +36% | +$30.3K | 0.01% | 228 |
|
|
2023
Q4 | $77.1K | Buy |
293
+149
| +103% | +$33.7K | 0.01% | 274 |
|
|
2023
Q3 | $29.2K | Sell |
144
-152
| -51% | -$32.8K | ﹤0.01% | 370 |
|
|
2023
Q2 | $62.5K | Buy |
296
+136
| +85% | +$27.8K | 0.01% | 271 |
|
|
2023
Q1 | $32K | Sell |
160
-74
| -32% | -$12.5K | ﹤0.01% | 362 |
|
|
2022
Q4 | $31K | Sell |
234
-150
| -39% | -$21.9K | ﹤0.01% | 378 |
|
|
2022
Q3 | $55K | Sell |
384
-180
| -32% | -$30.5K | 0.01% | 288 |
|
|
2022
Q2 | $93K | Buy |
564
+44
| +8% | +$7.77K | 0.02% | 224 |
|
|
2022
Q1 | $110K | Sell |
520
-239
| -31% | -$51.4K | 0.02% | 216 |
|
|
2021
Q4 | $193K | Buy |
759
+354
| +87% | +$99.5K | 0.03% | 186 |
|
|
2021
Q3 | $110K | Buy |
405
+243
| +150% | +$61.7K | 0.02% | 257 |
|
|
2021
Q2 | $40K | Sell |
162
-1,117
| -87% | -$257K | 0.01% | 419 |
|
|
2021
Q1 | $271K | Buy |
1,279
+706
| +123% | +$157K | 0.07% | 137 |
|
|
2020
Q4 | $128K | Buy |
573
+278
| +94% | +$67.6K | 0.04% | 218 |
|
|
2020
Q3 | $74K | Buy |
295
+155
| +111% | +$33.9K | 0.03% | 262 |
|
|
2020
Q2 | $26K | Sell |
140
-136
| -49% | -$22.9K | 0.01% | 384 |
|
|
2020
Q1 | $40K | Buy |
276
+43
| +18% | +$7.37K | 0.02% | 292 |
|
|
2019
Q4 | $38K | Sell |
233
-667
| -74% | -$105K | 0.01% | 358 |
|
|
2019
Q3 | $134K | Buy |
900
+39
| +5% | +$5.93K | 0.04% | 208 |
|
|
2019
Q2 | $131K | Buy |
861
+10
| +1% | +$1.57K | 0.04% | 195 |
|
|
2019
Q1 | $135K | Buy |
851
+331
| +64% | +$51.3K | 0.04% | 194 |
|
|
2018
Q4 | $71K | Hold |
520
| – | – | 0.02% | 245 |
|
|
2018
Q3 | $83K | Sell |
520
-39
| -7% | -$5.79K | 0.03% | 233 |
|
|
2018
Q2 | $76K | Sell |
559
-99
| -15% | -$12.6K | 0.04% | 261 |
|
|
2018
Q1 | $77K | Buy |
658
+49
| +8% | +$5.63K | 0.04% | 270 |
|
|
2017
Q4 | $62K | Hold |
609
| – | – | 0.03% | 300 |
|
|
2017
Q3 | $57K | Sell |
609
-117
| -16% | -$10.8K | 0.03% | 278 |
|
|
2017
Q2 | $63K | Sell |
726
-121
| -14% | -$10.5K | 0.04% | 262 |
|
|
2017
Q1 | $70K | Buy |
847
+120
| +17% | +$9.59K | 0.04% | 255 |
|
|
2016
Q4 | $50K | Sell |
727
-28
| -4% | -$2.03K | 0.03% | 329 |
|
|
2016
Q3 | $54K | Buy |
755
+96
| +15% | +$7.49K | 0.04% | 299 |
|
|
2016
Q2 | $52K | Hold |
659
| – | – | 0.04% | 274 |
|
|
2016
Q1 | $49K | Sell |
659
-74
| -10% | -$5.1K | 0.04% | 263 |
|
|
2015
Q4 | $57K | Sell |
733
-13
| -2% | -$1.01K | 0.04% | 255 |
|
|
2015
Q3 | $52K | Sell |
746
-203
| -21% | -$14.4K | 0.04% | 252 |
|
|
2015
Q2 | $66K | Sell |
949
-3
| -0.3% | -$214 | 0.05% | 255 |
|
|
2015
Q1 | $64K | Hold |
952
| – | – | 0.04% | 242 |
|
|
2014
Q4 | $56K | Buy |
952
+25
| +3% | +$1.47K | 0.04% | 264 |
|
|
2014
Q3 | $53K | Buy |
927
+290
| +46% | +$16.3K | 0.05% | 248 |
|
|
2014
Q2 | $37K | Buy |
637
+453
| +246% | +$24.5K | 0.03% | 276 |
|
|
2014
Q1 | $11K | Buy |
184
+150
| +441% | +$8.97K | 0.01% | 342 |
|
|
2013
Q4 | $2K | Sell |
34
-108
| -76% | -$5.78K | ﹤0.01% | 618 |
|
|
2013
Q3 | $7K | Buy |
142
+34
| +31% | +$1.54K | ﹤0.01% | 438 |
|
|
2013
Q2 | $4K | Buy |
+108
| New | +$4.46K | ﹤0.01% | 460 |
|
Other funds holding CRM
Plante Moran Financial Advisors's CRM Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Salesforce (CRM) stake by 19% in Q2 2026, buying an estimated $3.69K and bringing the position to 134 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #469.
Plante Moran Financial Advisors first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $271K in Q1 2021. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Plante Moran Financial Advisors held 134 shares of Salesforce worth $21K as of Q2 2026.
- Plante Moran Financial Advisors bought 21 Salesforce shares in Q2 2026, an estimated $3.69K.
- Salesforce made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #469 holding.
- Plante Moran Financial Advisors first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Salesforce position peaked at $271K in Q1 2021.
- 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.