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 Q3	$287K	Hold	1,248	–	–	0.03%	143
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Inspirion Wealth Advisors's CRM Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Salesforce (CRM) position steady in Q3 2026 at 1,248 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #143.

Inspirion Wealth Advisors first reported a position in CRM in Q1 2023 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Inspirion Wealth Advisors held 1,248 shares of Salesforce worth $287K as of Q3 2026.
Inspirion Wealth Advisors left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.03% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #143 holding.
Inspirion Wealth Advisors first reported a position in Salesforce in Q1 2023 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.