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Legend Financial Advisors’s Salesforce CRM Stock Holding History

Legend Financial 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
2023
Q1 		– Sell
-103
Closed -$13.7K – 233
2022
Q4 		$13.7K Hold
103
– – 0.01% 141
2022
Q3 		$14.8K Buy
+103
New +$17.5K 0.01% 115

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legend Financial Advisors's CRM Position: Q1 2023 in Review

Legend Financial Advisors sold out of Salesforce (CRM) in Q1 2023, closing a stake of 103 shares — an estimated $13.7K sold.

Legend Financial Advisors first reported a position in CRM in Q3 2022 and held it in 2 quarters. The position peaked at $14.8K in Q3 2022. 2,176 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Legend Financial Advisors reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 103 Salesforce shares in Q1 2023, an estimated $13.7K.
  • Legend Financial Advisors first reported a position in Salesforce in Q3 2022 and held it in 2 quarters.
  • Legend Financial Advisors's Salesforce position peaked at $14.8K in Q3 2022.
  • 2,176 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.