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 Q2	$761K	Sell	4,856 -292	-6%	-$51.3K	0.23%	130
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Capital Group California's CRM Position: Q2 2026 in Review

Legacy Capital Group California reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $51.3K and leaving 4,856 shares worth $761K. The position accounts for 0.23% of the portfolio, ranked #130.

Legacy Capital Group California first reported a position in CRM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Legacy Capital Group California held 4,856 shares of Salesforce worth $761K as of Q2 2026.
Legacy Capital Group California sold 292 Salesforce shares in Q2 2026, an estimated $51.3K.
Salesforce made up 0.23% of Legacy Capital Group California's portfolio in Q2 2026, its #130 holding.
Legacy Capital Group California first reported a position in Salesforce in Q2 2023 and has held it in 11 quarters since.
Legacy Capital Group California's Salesforce position peaked at $1.28M in Q4 2025.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.