Legacy Capital Group California’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
3,300
+853
| +35% | +$233K | 0.25% | 105 |
|
|
2025
Q1 | $657K | Sell |
2,447
-12
| -0.5% | -$3.22K | 0.23% | 119 |
|
|
2024
Q4 | $822K | Sell |
2,459
-1,160
| -32% | -$388K | 0.25% | 101 |
|
|
2024
Q3 | $991K | Buy |
3,619
+1,395
| +63% | +$382K | 0.33% | 72 |
|
|
2024
Q2 | $572K | Buy |
+2,224
| New | +$572K | 0.21% | 145 |
|
|
2023
Q4 | – | Sell |
-4,734
| Closed | -$960K | – | 277 |
|
|
2023
Q3 | $960K | Buy |
4,734
+73
| +2% | +$14.8K | 0.41% | 62 |
|
|
2023
Q2 | $985K | Buy |
+4,661
| New | +$985K | 0.41% | 59 |
|