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Insight Wealth Strategies’s Salesforce CRM Stock Holding History

Insight Wealth Strategies’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
2023
Q1 		– Sell
-10,783
Closed -$1.43M – 138
2022
Q4 		$1.43M Buy
10,783
+486
+5% +$70.9K 0.28% 66
2022
Q3 		$1.7M Hold
10,297
– – 0.32% 43
2022
Q2 		$1.7M Buy
10,297
+90
+0.9% +$15.9K 0.32% 43
2022
Q1 		$2.17M Buy
10,207
+555
+6% +$119K 0.32% 44
2021
Q4 		$2.45M Buy
9,652
+47
+0.5% +$13.2K 0.35% 39
2021
Q3 		$2.6M Buy
9,605
+301
+3% +$76.4K 0.37% 33
2021
Q2 		$2.27M Sell
9,304
-2,296
-20% -$529K 0.32% 35
2021
Q1 		$2.46M Buy
11,600
+2,008
+21% +$447K 0.33% 41
2020
Q4 		$2.13M Hold
9,592
– – 0.36% 37
2020
Q3 		$2.41M Buy
9,592
+2,366
+33% +$518K 0.45% 29
2020
Q2 		$1.35M Buy
7,226
+1,596
+28% +$269K 0.3% 34
2020
Q1 		$811K Sell
5,630
-9,763
-63% -$1.67M 0.22% 42
2019
Q4 		$2.5M Sell
15,393
-498
-3% -$78.1K 0.53% 34
2019
Q3 		$2.36M Buy
15,891
+2,091
+15% +$318K 0.55% 32
2019
Q2 		$2.09M Buy
13,800
+2,778
+25% +$435K 0.51% 31
2019
Q1 		$1.75M Buy
11,022
+482
+5% +$74.7K 0.49% 39
2018
Q4 		$1.44M Buy
+10,540
New +$1.45M 0.44% 35

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insight Wealth Strategies's CRM Position: Q1 2023 in Review

Insight Wealth Strategies sold out of Salesforce (CRM) in Q1 2023, closing a stake of 10,783 shares — an estimated $1.43M sold.

Insight Wealth Strategies first reported a position in CRM in Q4 2018 and held it in 17 quarters. The position peaked at $2.6M in Q3 2021. 2,175 funds tracked by Wall St. Rank hold CRM as of Q1 2023.

  • Insight Wealth Strategies reported no remaining Salesforce position as of Q1 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,783 Salesforce shares in Q1 2023, an estimated $1.43M.
  • Insight Wealth Strategies first reported a position in Salesforce in Q4 2018 and held it in 17 quarters.
  • Insight Wealth Strategies's Salesforce position peaked at $2.6M in Q3 2021.
  • 2,175 funds tracked by Wall St. Rank held Salesforce as of Q1 2023.

Based on Insight Wealth Strategies's 13F filing for Q1 2023, filed 6 Apr 2023.