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Legacy Financial Strategies’s Salesforce CRM Stock Holding History

Legacy Financial Strategies’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
2025
Q3 		– Sell
-740
Closed -$202K – 136
2025
Q2 		$202K Buy
+740
New +$198K 0.04% 123
2025
Q1 		– Sell
-616
Closed -$204K – 122
2024
Q4 		$204K Buy
+616
New +$197K 0.04% 114

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Strategies's CRM Position: Q3 2025 in Review

Legacy Financial Strategies sold out of Salesforce (CRM) in Q3 2025, closing a stake of 740 shares — an estimated $202K sold.

Legacy Financial Strategies first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Legacy Financial Strategies reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 740 Salesforce shares in Q3 2025, an estimated $202K.
  • Legacy Financial Strategies first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Legacy Financial Strategies's Salesforce position peaked at $204K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Legacy Financial Strategies's 13F filing for Q3 2025, filed 6 Nov 2025.