salesforce shares owned by Legacy Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Legacy Wealth Advisors
from 13F filings
Historical chart of Legacy Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Legacy Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $212k | 1.1k | 186.67 |