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Legacy Trust’s Salesforce CRM Stock Holding History

Legacy 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 		$4.23M Buy
22,655
+20,971
+1,245% +$4.34M 0.81% 34
2025
Q4 		$446K Hold
1,684
– – 0.08% 140
2025
Q3 		$399K Buy
+1,684
New +$425K 0.08% 145

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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 $75B 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

Legacy Trust's CRM Position: Q1 2026 in Review

Legacy Trust increased its Salesforce (CRM) stake by 1,245% in Q1 2026, buying an estimated $4.34M and bringing the position to 22,655 shares worth $4.23M. The position accounts for 0.81% of the portfolio, ranked #34.

Legacy Trust first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Legacy Trust held 22,655 shares of Salesforce worth $4.23M as of Q1 2026.
  • Legacy Trust bought 20,971 Salesforce shares in Q1 2026, an estimated $4.34M.
  • Salesforce made up 0.81% of Legacy Trust's portfolio in Q1 2026, its #34 holding.
  • Legacy Trust first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.