LCP
CRM icon

Legacy Capital Partners’s Salesforce CRM Stock Holding History

Legacy Capital Partners’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
2022
Q1 		$1.73M Sell
8,144
-55
-0.7% -$11.8K 0.57% 56
2021
Q4 		$2.08M Buy
8,199
+125
+2% +$35.1K 0.67% 45
2021
Q3 		$2.19M Buy
8,074
+1,561
+24% +$396K 0.79% 42
2021
Q2 		$1.59M Buy
6,513
+25
+0.4% +$5.76K 0.57% 54
2021
Q1 		$1.38M Buy
6,488
+20
+0.3% +$4.45K 0.52% 55
2020
Q4 		$1.44M Sell
6,468
-300
-4% -$73K 0.56% 55
2020
Q3 		$1.7M Sell
6,768
-150
-2% -$32.8K 0.69% 44
2020
Q2 		$1.3M Sell
6,918
-165
-2% -$27.8K 0.56% 53
2020
Q1 		$1.02M Hold
7,083
– – 0.51% 57
2019
Q4 		$1.15M Buy
7,083
+35
+0.5% +$5.49K 0.46% 63
2019
Q3 		$1.05M Sell
7,048
-3,840
-35% -$584K 0.46% 63
2019
Q2 		$1.65M Sell
10,888
-930
-8% -$146K 0.73% 48
2019
Q1 		$1.87M Buy
11,818
+1,745
+17% +$270K 0.87% 42
2018
Q4 		$1.38M Sell
10,073
-350
-3% -$48.1K 0.73% 49
2018
Q3 		$1.66M Buy
10,423
+500
+5% +$74.2K 0.76% 48
2018
Q2 		$1.35M Buy
9,923
+7,300
+278% +$931K 0.66% 54
2018
Q1 		$305K Buy
2,623
+325
+14% +$37.3K 0.15% 102
2017
Q4 		$235K Sell
2,298
-500
-18% -$51K 0.12% 107
2017
Q3 		$261K Hold
2,798
– – 0.14% 106
2017
Q2 		$242K Buy
+2,798
New +$244K 0.13% 105

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Legacy Capital Partners's CRM Position: Q1 2022 in Review

Legacy Capital Partners reduced its Salesforce (CRM) stake by 0.67% in Q1 2022, selling an estimated $11.8K and leaving 8,144 shares worth $1.73M. The position accounts for 0.57% of the portfolio, ranked #56.

Legacy Capital Partners first reported a position in CRM in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.19M in Q3 2021. 2,277 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • Legacy Capital Partners held 8,144 shares of Salesforce worth $1.73M as of Q1 2022.
  • Legacy Capital Partners sold 55 Salesforce shares in Q1 2022, an estimated $11.8K.
  • Salesforce made up 0.57% of Legacy Capital Partners's portfolio in Q1 2022, its #56 holding.
  • Legacy Capital Partners first reported a position in Salesforce in Q2 2017 and has held it in 20 quarters since.
  • Legacy Capital Partners's Salesforce position peaked at $2.19M in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.