New Insight Wealth Advisors

Position in CRM — Salesforce, Inc.

CIK 2022328 SAN RAMON, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$305,017

-$99,870 QoQ

Shares Held

1,947

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,828

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

New Insight Wealth Advisors holds $1,326,389 across 5 Software - Application names. CRM ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	3,169	$361,836
2	CRM	Salesforce, Inc. This page	1,947	$305,017
3	NOW	ServiceNow, Inc.	3,015	$299,329
4	UBER	Uber Technologies, Inc	3,917	$282,650
5	BLND	Blend Labs, Inc.	45,355	$77,557

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,017	1,947	-10.2%	Shares	Sole	2026-07-28
2026-03-31	$404,887	2,169	-20.1%	Shares	Sole	2026-05-08
2025-12-31	$718,965	2,714	-11.2%	Shares	Sole	2026-02-17
2025-09-30	$724,746	3,058	-15.2%	Shares	Sole	2025-10-29
2025-06-30	$983,592	3,607	-3.3%	Shares	Sole	2025-07-16
2025-03-31	$1,000,714	3,729	+5.1%	Shares	Sole	2025-04-30
2024-12-31	$1,185,868	3,547	-48.5%	Shares	Sole	2025-02-07
2024-09-30	$1,886,683	6,893	-18.6%	Shares	Sole	2024-11-13
2024-06-30	$2,177,894	8,471	-1.7%	Shares	Sole	2024-08-15
2024-03-31	$2,595,268	8,617	-0.7%	Shares	Sole	2024-05-08
2023-12-31	$2,283,002	8,676	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.