LEA
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Legacy Edge Advisors’s Salesforce CRM Stock Holding History

Legacy Edge Advisors’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 		$468K Buy
1,715
+360
+27% +$63.3K 0.06% 125
2026
Q1 		$253K Sell
1,355
-285
-17% -$59K 0.03% 199
2025
Q4 		$434K Buy
+1,640
New +$408K 0.05% 142

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legacy Edge Advisors's CRM Position: Q2 2026 in Review

Legacy Edge Advisors increased its Salesforce (CRM) stake by 27% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,715 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #125.

Legacy Edge Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 1,637 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Edge Advisors held 1,715 shares of Salesforce worth $468K as of Q2 2026.
  • Legacy Edge Advisors bought 360 Salesforce shares in Q2 2026, an estimated $63.3K.
  • Salesforce made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #125 holding.
  • Legacy Edge Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.