LPT
CRM icon

Legacy Private Trust’s Salesforce CRM Stock Holding History

Legacy Private Trust’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
Q3 		$988K Sell
4,302
-3,648
-46% -$752K 0.05% 161
2026
Q2 		$1.25M Sell
7,950
-7,072
-47% -$1.24M 0.07% 153
2026
Q1 		$2.8M Buy
15,022
+9,159
+156% +$1.9M 0.17% 96
2025
Q4 		$1.55M Buy
5,863
+1,122
+24% +$279K 0.09% 138
2025
Q3 		$1.12M Buy
4,741
+2,189
+86% +$552K 0.07% 148
2025
Q2 		$696K Sell
2,552
-1,178
-32% -$315K 0.05% 172
2025
Q1 		$1M Sell
3,730
-1,183
-24% -$368K 0.07% 154
2024
Q4 		$1.64M Sell
4,913
-472
-9% -$151K 0.11% 131
2024
Q3 		$1.47M Sell
5,385
-4,328
-45% -$1.11M 0.1% 135
2024
Q2 		$2.5M Buy
9,713
+745
+8% +$199K 0.18% 99
2024
Q1 		$2.7M Buy
8,968
+68
+0.8% +$19.6K 0.2% 95
2023
Q4 		$2.34M Sell
8,900
-1,817
-17% -$411K 0.19% 100
2023
Q3 		$2.17M Buy
10,717
+336
+3% +$72.6K 0.19% 100
2023
Q2 		$2.19M Buy
10,381
+1,694
+20% +$346K 0.18% 101
2023
Q1 		$1.74M Sell
8,687
-181
-2% -$30.6K 0.15% 114
2022
Q4 		$1.18M Sell
8,868
-3,660
-29% -$534K 0.11% 131
2022
Q3 		$1.8M Sell
12,528
-865
-6% -$147K 0.17% 101
2022
Q2 		$2.21M Buy
13,393
+3,273
+32% +$578K 0.2% 92
2022
Q1 		$2.15M Buy
10,120
+2,725
+37% +$586K 0.17% 105
2021
Q4 		$1.88M Buy
7,395
+3,180
+75% +$894K 0.14% 118
2021
Q3 		$1.14M Buy
+4,215
New +$1.07M 0.09% 137

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Legacy Private Trust's CRM Position: Q3 2026 in Review

Legacy Private Trust reduced its Salesforce (CRM) stake by 46% in Q3 2026, selling an estimated $752K and leaving 4,302 shares worth $988K. The position accounts for 0.05% of the portfolio, ranked #161.

Legacy Private Trust first reported a position in CRM in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.8M in Q1 2026. 126 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Legacy Private Trust held 4,302 shares of Salesforce worth $988K as of Q3 2026.
  • Legacy Private Trust sold 3,648 Salesforce shares in Q3 2026, an estimated $752K.
  • Salesforce made up 0.05% of Legacy Private Trust's portfolio in Q3 2026, its #161 holding.
  • Legacy Private Trust first reported a position in Salesforce in Q3 2021 and has held it in 21 quarters since.
  • Legacy Private Trust's Salesforce position peaked at $2.8M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.