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My Legacy Advisors’s Salesforce CRM Stock Holding History

My Legacy 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
2025
Q2 		$844K Buy
3,199
+259
+9% +$69.2K 0.3% 93
2025
Q1 		$789K Buy
2,940
+138
+5% +$42.9K 0.3% 96
2024
Q4 		$900K Buy
2,802
+60
+2% +$19.1K 0.35% 78
2024
Q3 		$751K Sell
2,742
-459
-14% -$118K 0.3% 100
2024
Q2 		$823K Buy
3,201
+341
+12% +$91.2K 0.26% 103
2024
Q1 		$861K Buy
2,860
+558
+24% +$161K 0.29% 99
2023
Q4 		$625K Buy
+2,302
New +$521K 0.23% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Legacy Advisors's CRM Position: Q2 2025 in Review

My Legacy Advisors increased its Salesforce (CRM) stake by 8.8% in Q2 2025, buying an estimated $69.2K and bringing the position to 3,199 shares worth $844K. The position accounts for 0.3% of the portfolio, ranked #93.

My Legacy Advisors first reported a position in CRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $900K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • My Legacy Advisors held 3,199 shares of Salesforce worth $844K as of Q2 2025.
  • My Legacy Advisors bought 259 Salesforce shares in Q2 2025, an estimated $69.2K.
  • Salesforce made up 0.3% of My Legacy Advisors's portfolio in Q2 2025, its #93 holding.
  • My Legacy Advisors first reported a position in Salesforce in Q4 2023 and has held it in 7 quarters since.
  • My Legacy Advisors's Salesforce position peaked at $900K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.