Legacy Wealth Advisors’s Salesforce CRM Stock Holding History

Legacy Wealth Advisors’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	–	Sell	-1,138	Closed	-$212K	–	150
2026 Q1	$212K	Buy	+1,138	New	+$236K	0.11%	101

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legacy Wealth Advisors's CRM Position: Q2 2026 in Review

Legacy Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,138 shares — an estimated $212K sold.

Legacy Wealth Advisors first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Legacy Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Advisors sold 1,138 Salesforce shares in Q2 2026, an estimated $212K.
Legacy Wealth Advisors first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
Legacy Wealth Advisors's Salesforce position peaked at $212K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.