Insigneo Advisory Services’s Salesforce CRM Stock Holding History

Insigneo Advisory Services’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 Q2	$1.42M	Sell	9,049 -1,926	-18%	-$339K	0.05%	247
2026 Q1	$2.05M	Buy	10,975 +248	+2%	+$51.4K	0.15%	127
2025 Q4	$2.84M	Sell	10,727 -1,100	-9%	-$273K	0.2%	90
2025 Q3	$2.8M	Buy	11,827 +368	+3%	+$92.8K	0.2%	92
2025 Q2	$3.12M	Sell	11,459 -671	-6%	-$179K	0.27%	70
2025 Q1	$3.26M	Buy	12,130 +2,851	+31%	+$887K	0.34%	52
2024 Q4	$3.1M	Sell	9,279 -683	-7%	-$218K	0.32%	49
2024 Q3	$2.73M	Sell	9,962 -1,874	-16%	-$480K	0.27%	70
2024 Q2	$2.83M	Buy	11,836 +9,485	+403%	+$2.54M	0.32%	59
2024 Q1	$709K	Sell	2,351 -8,239	-78%	-$2.38M	0.08%	203
2023 Q4	$2.79M	Sell	10,590 -418	-4%	-$94.6K	0.39%	48
2023 Q3	$2.23M	Sell	11,008 -1,084	-9%	-$234K	0.45%	45
2023 Q2	$2.55M	Buy	12,092 +3,574	+42%	+$730K	0.49%	35
2023 Q1	$1.7M	Buy	8,518 +945	+12%	+$160K	0.54%	33
2022 Q4	$1M	Buy	+7,573	New	+$1.11M	0.38%	57

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Insigneo Advisory Services's CRM Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $339K and leaving 9,049 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #247.

Insigneo Advisory Services first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.26M in Q1 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Insigneo Advisory Services held 9,049 shares of Salesforce worth $1.42M as of Q2 2026.
Insigneo Advisory Services sold 1,926 Salesforce shares in Q2 2026, an estimated $339K.
Salesforce made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #247 holding.
Insigneo Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Salesforce position peaked at $3.26M in Q1 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.