Legacy Trust

Position in CRM — Salesforce, Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,215,916

-$1,013,092 QoQ

Shares Held

20,528

-9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#779

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Trust holds $12,311,427 across 6 Software - Application names. CRM ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	49,018	$3,537,138
2	CRM	Salesforce, Inc. This page	20,528	$3,215,916
3	SNOW	Snowflake Inc.	11,169	$2,842,510
4	ROP	Roper Technologies Inc	4,299	$1,454,738
5	ADBE	Adobe Inc.	4,150	$850,833
6	INTU	Intuit Inc.	1,572	$410,292

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,215,916	20,528	-9.4%	Shares	Sole	2026-07-31
2026-03-31	$4,229,008	22,655	+1245.3%	Shares	Sole	2026-04-14
2025-12-31	$446,108	1,684	0.0%	Shares	Sole	2026-01-22
2025-09-30	$399,108	1,684	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.