Legacy Private Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Buy |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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