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Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Legacy Trust, 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 2026 holdings

Shares (Q2 2026)
20,528
Value
$3.22M
% of portfolio
0.6%
Quarters held
4
Since Q3 2025
Holdings of CRM by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,528$3.22M0.6%−2,127−9.4%ReducedHolders
Q1 202622,655$4.23M0.8%+20,971+1,245.3%AddedHolders
Q4 20251,684$446.1K0.1%00.0%UnchangedHolders
Q3 20251,684$399.1K0.1%+1,684NewHolders