Investment Insight Wealth Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1737917
North Massapequa, NY
Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$744,291
-$203,059 QoQ
Shares Held
4,751
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,362
of 2,457 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Investment Insight Wealth Management, LLC holds $4,742,305 across 3 Software - Application names. CRM ranks #3 (15.7% of the industry book) .
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,291 | 4,751 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $947,350 | 5,075 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,347,332 | 5,086 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||