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Platform Technology Partners’s Salesforce CRM Stock Holding History

Platform Technology Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
1,784
-685
-28% -$120K 0.05% 273
2026
Q1 		$461K Buy
2,469
+126
+5% +$26.1K 0.09% 170
2025
Q4 		$621K Sell
2,343
-305
-12% -$75.8K 0.13% 134
2025
Q3 		$628K Sell
2,648
-4,472
-63% -$1.13M 0.15% 127
2025
Q2 		$1.94M Buy
7,120
+434
+6% +$116K 0.51% 52
2025
Q1 		$1.79M Buy
6,686
+867
+15% +$270K 0.52% 53
2024
Q4 		$1.95M Sell
5,819
-24
-0.4% -$7.66K 0.59% 44
2024
Q3 		$1.6M Sell
5,843
-259
-4% -$66.3K 0.5% 57
2024
Q2 		$1.57M Buy
+6,102
New +$1.63M 0.54% 53
2023
Q4 		$1.53M Buy
5,332
+859
+19% +$194K 0.6% 50
2023
Q3 		$907K Buy
4,473
+1,012
+29% +$219K 0.42% 71
2023
Q2 		$765K Buy
3,461
+14
+0.4% +$2.86K 0.36% 75
2023
Q1 		$689K Buy
3,447
+167
+5% +$28.2K 0.34% 83
2022
Q4 		$435K Sell
3,280
-342
-9% -$49.9K 0.22% 112
2022
Q3 		$521K Buy
3,622
+282
+8% +$47.8K 0.3% 91
2022
Q2 		$551K Buy
3,340
+84
+3% +$14.8K 0.3% 89
2022
Q1 		$691K Sell
3,256
-318
-9% -$68.4K 0.33% 82
2021
Q4 		$908K Buy
3,574
+189
+6% +$53.1K 0.4% 64
2021
Q3 		$918K Buy
3,385
+203
+6% +$51.6K 0.42% 66
2021
Q2 		$777K Buy
+3,182
New +$733K 0.32% 84
2020
Q4 		$660K Buy
2,966
+328
+12% +$79.8K 0.32% 88
2020
Q3 		$663K Buy
2,638
+128
+5% +$28K 0.41% 69
2020
Q2 		$470K Sell
2,510
-51
-2% -$8.59K 0.33% 87
2020
Q1 		$369K Buy
2,561
+908
+55% +$156K 0.34% 90
2019
Q4 		$269K Buy
+1,653
New +$259K 0.2% 128

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Platform Technology Partners's CRM Position: Q2 2026 in Review

Platform Technology Partners reduced its Salesforce (CRM) stake by 28% in Q2 2026, selling an estimated $120K and leaving 1,784 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #273.

Platform Technology Partners first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Platform Technology Partners held 1,784 shares of Salesforce worth $279K as of Q2 2026.
  • Platform Technology Partners sold 685 Salesforce shares in Q2 2026, an estimated $120K.
  • Salesforce made up 0.05% of Platform Technology Partners's portfolio in Q2 2026, its #273 holding.
  • Platform Technology Partners first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Platform Technology Partners's Salesforce position peaked at $1.95M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.