Plato Investment Management’s Salesforce CRM Stock Holding History

Plato Investment Management’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
2025 Q2	$8.81M	Buy
2025 Q1	$7.28M	Sell
2024 Q4	$10.3M	Buy
2024 Q3	$8.17M	Buy
2024 Q2	$7.5M	Buy
2024 Q1	$8.17M	Buy
2023 Q4	$918K	Buy