LPT
Legacy Private Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
2,552
-1,178
| -32% | -$321K | 0.05% | 172 |
|
|
2025
Q1 | $1M | Sell |
3,730
-1,183
| -24% | -$317K | 0.07% | 154 |
|
|
2024
Q4 | $1.64M | Sell |
4,913
-472
| -9% | -$158K | 0.11% | 131 |
|
|
2024
Q3 | $1.47M | Sell |
5,385
-4,328
| -45% | -$1.18M | 0.1% | 135 |
|
|
2024
Q2 | $2.5M | Buy |
9,713
+745
| +8% | +$192K | 0.18% | 99 |
|
|
2024
Q1 | $2.7M | Buy |
8,968
+68
| +0.8% | +$20.5K | 0.2% | 95 |
|
|
2023
Q4 | $2.34M | Sell |
8,900
-1,817
| -17% | -$478K | 0.19% | 100 |
|
|
2023
Q3 | $2.17M | Buy |
10,717
+336
| +3% | +$68.1K | 0.19% | 100 |
|
|
2023
Q2 | $2.19M | Buy |
10,381
+1,694
| +20% | +$358K | 0.18% | 101 |
|
|
2023
Q1 | $1.74M | Sell |
8,687
-181
| -2% | -$36.2K | 0.15% | 114 |
|
|
2022
Q4 | $1.18M | Sell |
8,868
-3,660
| -29% | -$485K | 0.11% | 131 |
|
|
2022
Q3 | $1.8M | Sell |
12,528
-865
| -6% | -$124K | 0.17% | 101 |
|
|
2022
Q2 | $2.21M | Buy |
13,393
+3,273
| +32% | +$540K | 0.2% | 92 |
|
|
2022
Q1 | $2.15M | Buy |
10,120
+2,725
| +37% | +$578K | 0.17% | 105 |
|
|
2021
Q4 | $1.88M | Buy |
7,395
+3,180
| +75% | +$808K | 0.14% | 118 |
|
|
2021
Q3 | $1.14M | Buy |
+4,215
| New | +$1.14M | 0.09% | 137 |
|