LA
Legacy Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,106
| Closed | -$1.64M | – | 106 |
|
|
2025
Q1 | $1.64M | Buy |
6,106
+226
| +4% | +$60.6K | 0.17% | 104 |
|
|
2024
Q4 | $1.97M | Buy |
5,880
+1,221
| +26% | +$408K | 0.19% | 88 |
|
|
2024
Q3 | $1.28M | Buy |
4,659
+696
| +18% | +$191K | 0.14% | 125 |
|
|
2024
Q2 | $1.02M | Sell |
3,963
-1,152
| -23% | -$296K | 0.12% | 129 |
|
|
2024
Q1 | $1.54M | Buy |
5,115
+1,484
| +41% | +$448K | 0.19% | 94 |
|
|
2023
Q4 | $955K | Buy |
3,631
+607
| +20% | +$160K | 0.12% | 131 |
|
|
2023
Q3 | $613K | Buy |
3,024
+154
| +5% | +$31.2K | 0.1% | 168 |
|
|
2023
Q2 | $606K | Buy |
2,870
+273
| +11% | +$57.7K | 0.09% | 155 |
|
|
2023
Q1 | $519K | Buy |
2,597
+363
| +16% | +$72.5K | 0.1% | 148 |
|
|
2022
Q4 | $296K | Sell |
2,234
-415
| -16% | -$55K | 0.05% | 190 |
|
|
2022
Q3 | $381K | Buy |
+2,649
| New | +$381K | 0.08% | 150 |
|
|
2019
Q2 | – | Sell |
-229
| Closed | -$36K | – | 372 |
|
|
2019
Q1 | $36K | Buy |
+229
| New | +$36K | 0.01% | 239 |
|
|
2018
Q4 | – | Sell |
-279
| Closed | -$44K | – | 181 |
|
|
2018
Q3 | $44K | Buy |
279
+50
| +22% | +$7.89K | 0.02% | 242 |
|
|
2018
Q2 | $31K | Hold |
229
| – | – | 0.02% | 222 |
|
|
2018
Q1 | $27K | Sell |
229
-121
| -35% | -$14.3K | 0.02% | 192 |
|
|
2017
Q4 | $35K | Buy |
350
+121
| +53% | +$12.1K | 0.03% | 145 |
|
|
2017
Q3 | $21K | Buy |
+229
| New | +$21K | 0.02% | 156 |
|