Legacy Edge Advisors »

salesforce shares owned by Legacy Edge Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Legacy Edge Advisors from 13F filings

Historical chart of Legacy Edge Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 1.6k 264.91

More positions owned by Legacy Edge Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)

View all positions for Legacy Edge Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Invesco
Harris Associates L.P

View all funds holding salesforce