LB
CRM icon

Legacy Bridge’s Salesforce CRM Stock Holding History

Legacy Bridge’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 		$19.2K Hold
103
– – 0.01% 252
2025
Q4 		$27.3K Buy
+103
New +$25.6K 0.01% 234
2025
Q2 		– Sell
-50
Closed -$13.4K – 316
2025
Q1 		$13.4K Hold
50
– – 0.01% 232
2024
Q4 		$16.7K Hold
50
– – 0.01% 240
2024
Q3 		$13.7K Hold
50
– – 0.01% 244
2024
Q2 		$12.9K Sell
50
-4,873
-99% -$1.3M 0.01% 239
2024
Q1 		$1.48M Sell
4,923
-51
-1% -$14.7K 0.87% 43
2023
Q4 		$1.31M Hold
4,974
– – 0.85% 45
2023
Q3 		$1.01M Hold
4,974
– – 0.72% 62
2023
Q2 		$1.05M Buy
4,974
+125
+3% +$25.5K 0.7% 62
2023
Q1 		$969K Hold
4,849
– – 0.68% 63
2022
Q4 		$643K Hold
4,849
– – 0.46% 84
2022
Q3 		$697K Hold
4,849
– – 0.56% 77
2022
Q2 		$800K Sell
4,849
-30
-0.6% -$5.3K 0.59% 75
2022
Q1 		$1.04M Hold
4,879
– – 0.61% 73
2021
Q4 		$1.24M Sell
4,879
-105
-2% -$29.5K 0.65% 63
2021
Q3 		$1.35M Buy
4,984
+60
+1% +$15.2K 0.78% 42
2021
Q2 		$1.2M Sell
4,924
-25
-0.5% -$5.76K 0.68% 62
2021
Q1 		$1.05M Sell
4,949
-40
-0.8% -$8.9K 0.68% 67
2020
Q4 		$1.11M Buy
4,989
+627
+14% +$152K 0.8% 42
2020
Q3 		$1.1M Buy
4,362
+150
+4% +$32.8K 1% 22
2020
Q2 		$789K Sell
4,212
-90
-2% -$15.2K 0.87% 38
2020
Q1 		$619K Sell
4,302
-935
-18% -$160K 0.78% 41
2019
Q4 		$852K Buy
5,237
+140
+3% +$21.9K 0.71% 47
2019
Q3 		$757K Buy
5,097
+82
+2% +$12.5K 0.72% 46
2019
Q2 		$761K Buy
5,015
+644
+15% +$101K 0.73% 41
2019
Q1 		$692K Buy
4,371
+100
+2% +$15.5K 0.71% 46
2018
Q4 		$585K Buy
+4,271
New +$587K 0.72% 45

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

Legacy Bridge's CRM Position: Q1 2026 in Review

Legacy Bridge held its Salesforce (CRM) position steady in Q1 2026 at 103 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #252.

Legacy Bridge first reported a position in CRM in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.48M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Legacy Bridge held 103 shares of Salesforce worth $19.2K as of Q1 2026.
  • Legacy Bridge left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #252 holding.
  • Legacy Bridge first reported a position in Salesforce in Q4 2018 and has held it in 28 quarters since.
  • Legacy Bridge's Salesforce position peaked at $1.48M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.