Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Salesforce CRM Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-10
Closed -$2.03K – 125
2023
Q3 		$2.03K Buy
+10
New +$2.16K ﹤0.01% 466

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CRM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Salesforce (CRM) in Q4 2023, closing a stake of 10 shares — an estimated $2.03K sold.

Legacy Financial Group (Iowa) first reported a position in CRM in Q3 2023 and held it in 1 quarter. The position peaked at $2.03K in Q3 2023. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Salesforce position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 10 Salesforce shares in Q4 2023, an estimated $2.03K.
  • Legacy Financial Group (Iowa) first reported a position in Salesforce in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Salesforce position peaked at $2.03K in Q3 2023.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.