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Storen Legacy Partners’s Salesforce CRM Stock Holding History

Storen Legacy Partners’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
Q2 		– Sell
-1,107
Closed -$207K – 117
2026
Q1 		$207K Buy
1,107
+22
+2% +$4.56K 0.06% 101
2025
Q4 		$287K Buy
+1,085
New +$270K 0.09% 58

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Storen Legacy Partners's CRM Position: Q2 2026 in Review

Storen Legacy Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,107 shares — an estimated $207K sold.

Storen Legacy Partners first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Storen Legacy Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Storen Legacy Partners sold 1,107 Salesforce shares in Q2 2026, an estimated $207K.
  • Storen Legacy Partners first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Storen Legacy Partners's Salesforce position peaked at $287K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.