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Investment Insight Wealth Management’s Salesforce CRM Stock Holding History

Investment Insight Wealth Management’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 		$746K Sell
4,751
-324
-6% -$57K 0.65% 23
2026
Q1 		$947K Sell
5,075
-11
-0.2% -$2.28K 1.02% 18
2025
Q4 		$1.35M Buy
+5,086
New +$1.26M 1.32% 16

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investment Insight Wealth Management's CRM Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its Salesforce (CRM) stake by 6.4% in Q2 2026, selling an estimated $57K and leaving 4,751 shares worth $746K. The position accounts for 0.65% of the portfolio, ranked #23.

Investment Insight Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Investment Insight Wealth Management held 4,751 shares of Salesforce worth $746K as of Q2 2026.
  • Investment Insight Wealth Management sold 324 Salesforce shares in Q2 2026, an estimated $57K.
  • Salesforce made up 0.65% of Investment Insight Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Investment Insight Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Investment Insight Wealth Management's Salesforce position peaked at $1.35M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.