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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 		– Sell
-1,355
Closed -$253K – 240
2026
Q1 		$253K Sell
1,355
-285
-17% -$59K 0.03% 199
2025
Q4 		$434K Sell
1,640
-61
-4% -$15.2K 0.05% 142
2025
Q3 		$403K Sell
1,701
-14
-0.8% -$3.53K 0.05% 146
2025
Q2 		$468K Buy
1,715
+43
+3% +$11.5K 0.06% 125
2025
Q1 		$449K Buy
1,672
+7
+0.4% +$2.18K 0.07% 115
2024
Q4 		$559K Buy
1,665
+12
+0.7% +$3.83K 0.09% 99
2024
Q3 		$452K Sell
1,653
-18
-1% -$4.61K 0.07% 115
2024
Q2 		$430K Buy
1,671
+395
+31% +$106K 0.08% 107
2024
Q1 		$384K Sell
1,276
-68
-5% -$19.6K 0.08% 112
2023
Q4 		$354K Buy
+1,344
New +$304K 0.08% 114

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Legacy Edge Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,355 shares — an estimated $253K sold.

Legacy Edge Advisors first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $559K in Q4 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Edge Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,355 Salesforce shares in Q2 2026, an estimated $253K.
  • Legacy Edge Advisors first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Legacy Edge Advisors's Salesforce position peaked at $559K in Q4 2024.
  • 2,492 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.