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Legacy Capital Wealth Partners’s Salesforce CRM Stock Holding History

Legacy Capital Wealth 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
2026
Q1 		– Sell
-1,443
Closed -$382K – 394
2025
Q4 		$382K Sell
1,443
-17
-1% -$4.22K 0.08% 252
2025
Q3 		$346K Sell
1,460
-144
-9% -$36.3K 0.08% 286
2025
Q2 		$437K Buy
1,604
+148
+10% +$39.6K 0.1% 221
2025
Q1 		$391K Buy
1,456
+60
+4% +$18.7K 0.1% 236
2024
Q4 		$467K Sell
1,396
-1,140
-45% -$364K 0.12% 193
2024
Q3 		$694K Buy
2,536
+1,264
+99% +$324K 0.14% 142
2024
Q2 		$327K Buy
+1,272
New +$340K 0.08% 230
2024
Q1 		– Sell
-909
Closed -$239K – 163
2023
Q4 		$239K Buy
+909
New +$206K 0.07% 251

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