Legacy Wealth Management (Idaho)’s Salesforce CRM Stock Holding History

Legacy Wealth Management (Idaho)’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	$23.7K	Buy	127 +24	+23%	+$4.97K	0.01%	359
2025 Q4	$27.3K	Buy	103 +29	+39%	+$7.21K	0.01%	288
2025 Q3	$17.5K	Sell	74 -4	-5%	-$1.01K	0.01%	280
2025 Q2	$21.3K	Sell	78 -4	-5%	-$1.07K	0.01%	234
2025 Q1	$22K	Hold	82	–	–	0.02%	233
2024 Q4	$26.7K	Buy	82 +19	+30%	+$6.06K	0.02%	180
2024 Q3	$21.5K	Buy	+63	New	+$16.1K	0.01%	211

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CRM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Salesforce (CRM) stake by 23% in Q1 2026, buying an estimated $4.97K and bringing the position to 127 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #359.

Legacy Wealth Management (Idaho) first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.3K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Legacy Wealth Management (Idaho) held 127 shares of Salesforce worth $23.7K as of Q1 2026.
Legacy Wealth Management (Idaho) bought 24 Salesforce shares in Q1 2026, an estimated $4.97K.
Salesforce made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #359 holding.
Legacy Wealth Management (Idaho) first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s Salesforce position peaked at $27.3K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.