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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
2026
Q1 		$6.98M Buy
37,384
+1,635
+5% +$339K 0.47% 45
2025
Q4 		$9.52M Sell
35,749
-998
-3% -$248K 0.62% 21
2025
Q3 		$8.64M Buy
36,747
+4,331
+13% +$1.09M 0.59% 27
2025
Q2 		$8.81M Buy
32,416
+5,583
+21% +$1.49M 0.66% 22
2025
Q1 		$7.28M Sell
26,833
-3,893
-13% -$1.21M 0.61% 28
2024
Q4 		$10.3M Buy
30,726
+862
+3% +$275K 0.76% 18
2024
Q3 		$8.17M Buy
29,864
+684
+2% +$175K 0.66% 24
2024
Q2 		$7.5M Buy
29,180
+2,045
+8% +$547K 0.7% 24
2024
Q1 		$8.17M Buy
27,135
+23,645
+678% +$6.82M 0.84% 21
2023
Q4 		$918K Buy
+3,490
New +$790K 1.13% 15

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Plato Investment Management's CRM Position: Q1 2026 in Review

Plato Investment Management increased its Salesforce (CRM) stake by 4.6% in Q1 2026, buying an estimated $339K and bringing the position to 37,384 shares worth $6.98M. The position accounts for 0.47% of the portfolio, ranked #45.

Plato Investment Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Plato Investment Management held 37,384 shares of Salesforce worth $6.98M as of Q1 2026.
  • Plato Investment Management bought 1,635 Salesforce shares in Q1 2026, an estimated $339K.
  • Salesforce made up 0.47% of Plato Investment Management's portfolio in Q1 2026, its #45 holding.
  • Plato Investment Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Salesforce position peaked at $10.3M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.