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Legacy Investment Solutions’s Salesforce CRM Stock Holding History

Legacy Investment Solutions’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
Q2 		$21.3K Buy
+78
New +$20.9K 0.01% 234
2024
Q4 		$26.7K Buy
82
+19
+30% +$6.06K 0.02% 180
2024
Q3 		$21.5K Buy
+63
New +$16.1K 0.01% 211

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's CRM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Salesforce (CRM) in Q2 2025: 78 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CRM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CRM in Q3 2024 and has held it in 3 quarters since. The position peaked at $26.7K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Legacy Investment Solutions held 78 shares of Salesforce worth $21.3K as of Q2 2025.
  • Salesforce was a new Legacy Investment Solutions position in Q2 2025.
  • Salesforce made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #234 holding.
  • Legacy Investment Solutions first reported a position in Salesforce in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Salesforce position peaked at $26.7K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.