Inspirion Wealth Advisors’s Salesforce CRM Stock Holding History

Inspirion Wealth 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 Q2	$204K	Buy	1,248 +70	+6%	+$12.3K	0.02%	181
2026 Q1	$220K	Buy	+1,178	New	+$244K	0.03%	158
2023 Q4	–	Sell	-1,131	Closed	-$229K	–	144
2023 Q3	$229K	Hold	1,131	–	–	0.04%	128
2023 Q2	$239K	Sell	1,131 -23	-2%	-$4.7K	0.05%	127
2023 Q1	$231K	Buy	+1,154	New	+$195K	0.05%	126

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

Inspirion Wealth Advisors's CRM Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Salesforce (CRM) stake by 5.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,248 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #181.

Inspirion Wealth Advisors first reported a position in CRM in Q1 2023 and has held it in 5 quarters since. The position peaked at $239K in Q2 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Inspirion Wealth Advisors held 1,248 shares of Salesforce worth $204K as of Q2 2026.
Inspirion Wealth Advisors bought 70 Salesforce shares in Q2 2026, an estimated $12.3K.
Salesforce made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #181 holding.
Inspirion Wealth Advisors first reported a position in Salesforce in Q1 2023 and has held it in 5 quarters since.
Inspirion Wealth Advisors's Salesforce position peaked at $239K in Q2 2023.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.