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salesforce shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in salesforce

Jan 2024Mar 2024May 2024Jul 2024Sep 20242M2.2M2.4M2.6M7000750080008500
Value ($)Share countHistorical CRM position of New Insight Wealth … Source: stockzoa.comValue ($)Share count

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All positions including salesforce held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 6.9k 273.70
2024-06-30 $2.2M 8.5k 257.09
2024-03-31 $2.6M 8.6k 301.18
2023-12-31 $2.3M 8.7k 263.14