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Legacy Financial Advisors’s Salesforce CRM Stock Holding History

Legacy Financial 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 		$2.06M Buy
13,125
+1,746
+15% +$307K 0.25% 68
2026
Q1 		$2.12M Sell
11,379
-420
-4% -$87K 0.3% 56
2025
Q4 		$3.13M Buy
11,799
+1,833
+18% +$456K 0.43% 40
2025
Q3 		$2.36M Buy
9,966
+1,703
+21% +$430K 0.33% 45
2025
Q2 		$2.25M Buy
8,263
+1,802
+28% +$482K 0.35% 45
2025
Q1 		$1.73M Sell
6,461
-94
-1% -$29.2K 0.29% 57
2024
Q4 		$2.19M Buy
6,555
+188
+3% +$60K 0.36% 47
2024
Q3 		$1.74M Buy
6,367
+651
+11% +$167K 0.29% 59
2024
Q2 		$1.47M Sell
5,716
-114
-2% -$30.5K 0.26% 65
2024
Q1 		$1.76M Buy
5,830
+544
+10% +$157K 0.31% 54
2023
Q4 		$1.39M Buy
5,286
+557
+12% +$126K 0.27% 63
2023
Q3 		$959K Buy
4,729
+858
+22% +$185K 0.19% 70
2023
Q2 		$818K Buy
3,871
+364
+10% +$74.3K 0.15% 80
2023
Q1 		$701K Buy
3,507
+1,228
+54% +$207K 0.14% 88
2022
Q4 		$302K Buy
2,279
+547
+32% +$79.8K 0.07% 178
2022
Q3 		$249K Sell
1,732
-989
-36% -$168K 0.06% 186
2022
Q2 		$449K Buy
2,721
+907
+50% +$160K 0.11% 99
2022
Q1 		$385K Sell
1,814
-410
-18% -$88.2K 0.09% 132
2021
Q4 		$565K Buy
2,224
+615
+38% +$173K 0.13% 81
2021
Q3 		$436K Buy
1,609
+251
+18% +$63.7K 0.11% 89
2021
Q2 		$332K Buy
1,358
+374
+38% +$86.2K 0.08% 112
2021
Q1 		$208K Sell
984
-115
-10% -$25.6K 0.06% 152
2020
Q4 		$245K Buy
1,099
+192
+21% +$46.7K 0.07% 118
2020
Q3 		$228K Buy
+907
New +$199K 0.07% 112
2019
Q2 		– Sell
-156
Closed -$25K – 293
2019
Q1 		$25K Buy
156
+70
+81% +$10.8K 0.01% 411
2018
Q4 		$12K Buy
86
+4
+5% +$550 ﹤0.01% 516
2018
Q3 		$13K Hold
82
– – ﹤0.01% 450
2018
Q2 		$12K Buy
82
+34
+71% +$4.34K ﹤0.01% 470
2018
Q1 		$5K Hold
48
– – ﹤0.01% 626
2017
Q4 		$4K Buy
+48
New +$4.89K ﹤0.01% 663

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 $3.37T AUM 44.26% 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 Financial Advisors's CRM Position: Q2 2026 in Review

Legacy Financial Advisors increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $307K and bringing the position to 13,125 shares worth $2.06M. The position accounts for 0.25% of the portfolio, ranked #68.

Legacy Financial Advisors first reported a position in CRM in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.13M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Financial Advisors held 13,125 shares of Salesforce worth $2.06M as of Q2 2026.
  • Legacy Financial Advisors bought 1,746 Salesforce shares in Q2 2026, an estimated $307K.
  • Salesforce made up 0.25% of Legacy Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Legacy Financial Advisors first reported a position in Salesforce in Q4 2017 and has held it in 30 quarters since.
  • Legacy Financial Advisors's Salesforce position peaked at $3.13M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.