PIM
Plato Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Buy |
32,416
+5,583
| +21% | +$1.52M | 0.66% | 22 |
|
|
2025
Q1 | $7.28M | Sell |
26,833
-3,893
| -13% | -$1.06M | 0.61% | 28 |
|
|
2024
Q4 | $10.3M | Buy |
30,726
+862
| +3% | +$289K | 0.76% | 18 |
|
|
2024
Q3 | $8.17M | Buy |
29,864
+684
| +2% | +$187K | 0.66% | 24 |
|
|
2024
Q2 | $7.5M | Buy |
29,180
+2,045
| +8% | +$526K | 0.7% | 24 |
|
|
2024
Q1 | $8.17M | Buy |
27,135
+23,645
| +678% | +$7.12M | 0.84% | 21 |
|
|
2023
Q4 | $918K | Buy |
+3,490
| New | +$918K | 1.13% | 15 |
|