Legacy Capital Group California’s Salesforce CRM Stock Holding History

Legacy Capital Group California’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	$961K	Buy	5,148 +300	+6%	+$62.2K	0.37%	74
2025 Q4	$1.28M	Buy	4,848 +100	+2%	+$24.9K	0.31%	75
2025 Q3	$1.13M	Buy	4,748 +1,448	+44%	+$365K	0.29%	87
2025 Q2	$900K	Buy	3,300 +853	+35%	+$228K	0.25%	105
2025 Q1	$657K	Sell	2,447 -12	-0.5%	-$3.73K	0.23%	119
2024 Q4	$822K	Sell	2,459 -1,160	-32%	-$370K	0.25%	101
2024 Q3	$991K	Buy	3,619 +1,395	+63%	+$357K	0.33%	72
2024 Q2	$572K	Buy	+2,224	New	+$595K	0.21%	145
2023 Q4	–	Sell	-4,734	Closed	-$960K	–	277
2023 Q3	$960K	Buy	4,734 +73	+2%	+$15.8K	0.41%	62
2023 Q2	$985K	Buy	+4,661	New	+$951K	0.41%	59

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legacy Capital Group California's CRM Position: Q1 2026 in Review

Legacy Capital Group California increased its Salesforce (CRM) stake by 6.2% in Q1 2026, buying an estimated $62.2K and bringing the position to 5,148 shares worth $961K. The position accounts for 0.37% of the portfolio, ranked #74.

Legacy Capital Group California first reported a position in CRM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Legacy Capital Group California held 5,148 shares of Salesforce worth $961K as of Q1 2026.
Legacy Capital Group California bought 300 Salesforce shares in Q1 2026, an estimated $62.2K.
Salesforce made up 0.37% of Legacy Capital Group California's portfolio in Q1 2026, its #74 holding.
Legacy Capital Group California first reported a position in Salesforce in Q2 2023 and has held it in 10 quarters since.
Legacy Capital Group California's Salesforce position peaked at $1.28M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.