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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
Q2 		$3.22M Sell
20,528
-2,127
-9% -$374K 0.57% 44
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 $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 Trust's CRM Position: Q2 2026 in Review

Legacy Trust reduced its Salesforce (CRM) stake by 9.4% in Q2 2026, selling an estimated $374K and leaving 20,528 shares worth $3.22M. The position accounts for 0.57% of the portfolio, ranked #44.

Legacy Trust first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.23M in Q1 2026. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legacy Trust held 20,528 shares of Salesforce worth $3.22M as of Q2 2026.
  • Legacy Trust sold 2,127 Salesforce shares in Q2 2026, an estimated $374K.
  • Salesforce made up 0.57% of Legacy Trust's portfolio in Q2 2026, its #44 holding.
  • Legacy Trust first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Salesforce position peaked at $4.23M in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.