salesforce shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in salesforce by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 74 | 237.00 |
| 2025-06-30 | $21k | 78 | 272.69 |
| 2025-03-31 | $22k | 82 | 268.37 |
| 2024-12-31 | $27k | 82 | 325.84 |
| 2024-09-30 | $22k | 63 | 341.73 |