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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return