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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
Q3 		$4.71M Buy
20,550
+22
+0.1% +$4.54K 0.79% 35
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Legacy Trust's CRM Position: Q3 2026 in Review

Legacy Trust increased its Salesforce (CRM) stake by 0.11% in Q3 2026, buying an estimated $4.54K and bringing the position to 20,550 shares worth $4.71M. The position accounts for 0.79% of the portfolio, ranked #35.

Legacy Trust first reported a position in CRM in Q3 2025 and has held it in 5 quarters since. 1,657 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Legacy Trust held 20,550 shares of Salesforce worth $4.71M as of Q3 2026.
  • Legacy Trust bought 22 Salesforce shares in Q3 2026, an estimated $4.54K.
  • Salesforce made up 0.79% of Legacy Trust's portfolio in Q3 2026, its #35 holding.
  • Legacy Trust first reported a position in Salesforce in Q3 2025 and has held it in 5 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.