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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
Q2 		– Sell
-37,384
Closed -$6.98M – 512
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 $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

Plato Investment Management's CRM Position: Q2 2026 in Review

Plato Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 37,384 shares — an estimated $6.98M sold.

Plato Investment Management first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $10.3M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Plato Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 37,384 Salesforce shares in Q2 2026, an estimated $6.98M.
  • Plato Investment Management first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Plato Investment Management's Salesforce position peaked at $10.3M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.