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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Private Trust's CRM Position: Q2 2026 in Review

Legacy Private Trust reduced its Salesforce (CRM) stake by 47% in Q2 2026, selling an estimated $1.24M and leaving 7,950 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #153.

Legacy Private Trust first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.8M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Private Trust held 7,950 shares of Salesforce worth $1.25M as of Q2 2026.
  • Legacy Private Trust sold 7,072 Salesforce shares in Q2 2026, an estimated $1.24M.
  • Salesforce made up 0.07% of Legacy Private Trust's portfolio in Q2 2026, its #153 holding.
  • Legacy Private Trust first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Salesforce position peaked at $2.8M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.