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Legacy Wealth Partners (California)’s Salesforce CRM Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.45M Buy
5,936
+4,558
+331% +$1.05M 0.81% 29
2021
Q1 		$292K Hold
1,378
– – 0.17% 74
2020
Q4 		$307K Hold
1,378
– – 0.19% 80
2020
Q3 		$346K Sell
1,378
-187
-12% -$40.9K 0.24% 66
2020
Q2 		$293K Buy
+1,565
New +$264K 0.22% 76
2020
Q1 		– Sell
-1,365
Closed -$253K – 83
2019
Q4 		$253K Buy
+1,365
New +$214K 0.18% 82

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Wealth Partners (California)'s CRM Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Salesforce (CRM) stake by 331% in Q2 2021, buying an estimated $1.05M and bringing the position to 5,936 shares worth $1.45M. The position accounts for 0.81% of the portfolio, ranked #29.

Legacy Wealth Partners (California) first reported a position in CRM in Q4 2019 and has held it in 6 quarters since. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,936 shares of Salesforce worth $1.45M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 4,558 Salesforce shares in Q2 2021, an estimated $1.05M.
  • Salesforce made up 0.81% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #29 holding.
  • Legacy Wealth Partners (California) first reported a position in Salesforce in Q4 2019 and has held it in 6 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.