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Legacy Advisors’s Salesforce CRM Stock Holding History

Legacy Advisors’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 		$386K Sell
2,456
-187
-7% -$32.9K 0.04% 214
2026
Q1 		$493K Sell
2,643
-578
-18% -$120K 0.06% 160
2025
Q4 		$855K Buy
3,221
+468
+17% +$116K 0.09% 117
2025
Q3 		$654K Buy
+2,753
New +$694K 0.08% 128
2025
Q2 		– Sell
-6,106
Closed -$1.64M – 106
2025
Q1 		$1.64M Buy
6,106
+226
+4% +$70.3K 0.17% 104
2024
Q4 		$1.97M Buy
5,880
+1,221
+26% +$390K 0.19% 88
2024
Q3 		$1.28M Buy
4,659
+696
+18% +$178K 0.14% 125
2024
Q2 		$1.02M Sell
3,963
-1,152
-23% -$308K 0.12% 129
2024
Q1 		$1.54M Buy
5,115
+1,484
+41% +$428K 0.19% 94
2023
Q4 		$955K Buy
3,631
+607
+20% +$137K 0.12% 132
2023
Q3 		$613K Buy
3,024
+154
+5% +$33.3K 0.1% 168
2023
Q2 		$606K Buy
2,870
+273
+11% +$55.7K 0.09% 155
2023
Q1 		$519K Buy
2,597
+363
+16% +$61.3K 0.1% 148
2022
Q4 		$296K Sell
2,234
-415
-16% -$60.6K 0.05% 190
2022
Q3 		$381K Buy
+2,649
New +$449K 0.08% 150
2019
Q2 		– Sell
-229
Closed -$36K – 371
2019
Q1 		$36K Buy
+229
New +$35.5K 0.01% 239
2018
Q4 		– Sell
-279
Closed -$44K – 181
2018
Q3 		$44K Buy
279
+50
+22% +$7.42K 0.02% 242
2018
Q2 		$31K Hold
229
– – 0.02% 222
2018
Q1 		$27K Sell
229
-121
-35% -$13.9K 0.02% 192
2017
Q4 		$35K Buy
350
+121
+53% +$12.3K 0.03% 145
2017
Q3 		$21K Buy
+229
New +$21.1K 0.02% 157

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Advisors's CRM Position: Q2 2026 in Review

Legacy Advisors reduced its Salesforce (CRM) stake by 7.1% in Q2 2026, selling an estimated $32.9K and leaving 2,456 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #214.

Legacy Advisors first reported a position in CRM in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.97M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Advisors held 2,456 shares of Salesforce worth $386K as of Q2 2026.
  • Legacy Advisors sold 187 Salesforce shares in Q2 2026, an estimated $32.9K.
  • Salesforce made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #214 holding.
  • Legacy Advisors first reported a position in Salesforce in Q3 2017 and has held it in 21 quarters since.
  • Legacy Advisors's Salesforce position peaked at $1.97M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.