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
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Quarterly reported holdings in salesforce by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $725k | 3.1k | 236.97 |
| 2025-06-30 | $984k | 3.6k | 272.70 |
| 2025-03-31 | $1.0M | 3.7k | 268.33 |
| 2024-12-31 | $1.2M | 3.5k | 334.35 |
| 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 |
More positions owned by New Insight Wealth Advisors
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