My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- Latest filing
- Jul 11, 2025
CRM holding history
Salesforce, Inc. in every 13F filed by My Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2025 holdings
- Shares (Q2 2025)
- 3,199
- Value
- $844.4K
- % of portfolio
- 0.3%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 3,199 | $844.4K | 0.3% | +259+8.8% | Added | Holders |
| Q1 2025 | 2,940 | $789.0K | 0.3% | +138+4.9% | Added | Holders |
| Q4 2024 | 2,802 | $899.9K | 0.3% | +60+2.2% | Added | Holders |
| Q3 2024 | 2,742 | $750.5K | 0.3% | −459−14.3% | Reduced | Holders |
| Q2 2024 | 3,201 | $823.0K | 0.3% | +341+11.9% | Added | Holders |
| Q1 2024 | 2,860 | $861.4K | 0.3% | +558+24.2% | Added | Holders |
| Q4 2023 | 2,302 | $624.7K | 0.2% | +2,302 | New | Holders |