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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Insigneo Advisory Services's CRM Position: Q1 2026 in Review

Insigneo Advisory Services increased its Salesforce (CRM) stake by 2.3% in Q1 2026, buying an estimated $51.4K and bringing the position to 10,975 shares worth $2.05M. The position accounts for 0.15% of the portfolio, ranked #127.

Insigneo Advisory Services first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.26M in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Insigneo Advisory Services held 10,975 shares of Salesforce worth $2.05M as of Q1 2026.
Insigneo Advisory Services bought 248 Salesforce shares in Q1 2026, an estimated $51.4K.
Salesforce made up 0.15% of Insigneo Advisory Services's portfolio in Q1 2026, its #127 holding.
Insigneo Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Salesforce position peaked at $3.26M in Q1 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.