Legacy Wealth Management, LLC / MS »

salesforce shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 767 273.71

More positions owned by Legacy Wealth Management, LLC / MS

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
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Palo Alto Networks (PANW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Wal-Mart Stores (WMT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Raytheon Technologies Corp (RTX)
UnitedHealth (UNH)
TJX Companies (TJX)
Boston Scientific Corporation (BSX)
Chubb (CB)

View all positions for Legacy Wealth Management, LLC / MS

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Capital Research and Management Company - Division 3
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