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Insight Advisors’s Salesforce CRM Stock Holding History

Insight Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-834
Closed -$221K – 255
2025
Q4 		$221K Sell
834
-44
-5% -$10.9K 0.03% 262
2025
Q3 		$208K Sell
878
-48
-5% -$12.1K 0.03% 271
2025
Q2 		$253K Sell
926
-86
-8% -$23K 0.04% 241
2025
Q1 		$272K Sell
1,012
-23
-2% -$7.15K 0.05% 236
2024
Q4 		$348K Buy
1,035
+12
+1% +$3.83K 0.06% 202
2024
Q3 		$280K Sell
1,023
-197
-16% -$50.5K 0.05% 239
2024
Q2 		$314K Sell
1,220
-982
-45% -$263K 0.06% 221
2024
Q1 		$663K Buy
2,202
+911
+71% +$263K 0.13% 123
2023
Q4 		$340K Sell
1,291
-11
-0.8% -$2.49K 0.07% 196
2023
Q3 		$264K Sell
1,302
-291
-18% -$62.9K 0.06% 224
2023
Q2 		$337K Sell
1,593
-772
-33% -$158K 0.08% 194
2023
Q1 		$472K Sell
2,365
-1,561
-40% -$264K 0.11% 160
2022
Q4 		$528K Buy
3,926
+742
+23% +$108K 0.18% 145
2022
Q3 		$458K Sell
3,184
-238
-7% -$40.4K 0.18% 146
2022
Q2 		$647K Sell
3,422
-725
-17% -$128K 0.22% 119
2022
Q1 		$880K Buy
4,147
+778
+23% +$167K 0.26% 107
2021
Q4 		$856K Sell
3,369
-376
-10% -$106K 0.25% 102
2021
Q3 		$1.15M Buy
3,745
+66
+2% +$16.8K 0.34% 78
2021
Q2 		$886K Buy
3,679
+127
+4% +$29.3K 0.28% 93
2021
Q1 		$817K Sell
3,552
-1,127
-24% -$251K 0.26% 108
2020
Q4 		$1.04M Buy
+4,679
New +$1.14M 0.39% 69

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Insight Advisors's CRM Position: Q1 2026 in Review

Insight Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 834 shares — an estimated $221K sold.

Insight Advisors first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $1.15M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Insight Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 834 Salesforce shares in Q1 2026, an estimated $221K.
  • Insight Advisors first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Insight Advisors's Salesforce position peaked at $1.15M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.