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New Insight Wealth Advisors’s Salesforce CRM Stock Holding History

New Insight 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 		$305K Sell
1,947
-222
-10% -$39K 0.09% 99
2026
Q1 		$405K Sell
2,169
-545
-20% -$113K 0.15% 76
2025
Q4 		$719K Sell
2,714
-344
-11% -$85.5K 0.26% 60
2025
Q3 		$725K Sell
3,058
-549
-15% -$138K 0.27% 55
2025
Q2 		$984K Sell
3,607
-122
-3% -$32.6K 0.4% 42
2025
Q1 		$1M Buy
3,729
+182
+5% +$56.6K 0.45% 41
2024
Q4 		$1.19M Sell
3,547
-3,346
-49% -$1.07M 0.59% 34
2024
Q3 		$1.89M Sell
6,893
-1,578
-19% -$404K 0.99% 22
2024
Q2 		$2.18M Sell
8,471
-146
-2% -$39.1K 1.28% 20
2024
Q1 		$2.6M Sell
8,617
-59
-0.7% -$17K 1.62% 19
2023
Q4 		$2.28M Buy
+8,676
New +$1.96M 1.54% 21

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

New Insight Wealth Advisors's CRM Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $39K and leaving 1,947 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #99.

New Insight Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • New Insight Wealth Advisors held 1,947 shares of Salesforce worth $305K as of Q2 2026.
  • New Insight Wealth Advisors sold 222 Salesforce shares in Q2 2026, an estimated $39K.
  • Salesforce made up 0.09% of New Insight Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • New Insight Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Salesforce position peaked at $2.6M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.