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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Capital Wealth Partners's CRM Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,443 shares — an estimated $382K sold.

Legacy Capital Wealth Partners first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $694K in Q3 2024. 2,696 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,443 Salesforce shares in Q1 2026, an estimated $382K.
  • Legacy Capital Wealth Partners first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • Legacy Capital Wealth Partners's Salesforce position peaked at $694K in Q3 2024.
  • 2,696 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.