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Legacy Wealth Asset Management’s Salesforce CRM Stock Holding History

Legacy Wealth Asset Management’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
2022
Q3 		– Sell
-2,383
Closed -$393K – 324
2022
Q2 		$393K Buy
2,383
+685
+40% +$121K 0.16% 200
2022
Q1 		$361K Buy
+1,698
New +$365K 0.13% 224

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Asset Management's CRM Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Salesforce (CRM) in Q3 2022, closing a stake of 2,383 shares — an estimated $393K sold.

Legacy Wealth Asset Management first reported a position in CRM in Q1 2022 and held it in 2 quarters. The position peaked at $393K in Q2 2022. 2,056 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • Legacy Wealth Asset Management reported no remaining Salesforce position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,383 Salesforce shares in Q3 2022, an estimated $393K.
  • Legacy Wealth Asset Management first reported a position in Salesforce in Q1 2022 and held it in 2 quarters.
  • Legacy Wealth Asset Management's Salesforce position peaked at $393K in Q2 2022.
  • 2,056 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.