SEC 13F Intelligence

Investment Insight Wealth Management, LLC / CRM

Investment Insight Wealth Management, LLC’s Salesforce Inc Position

Does Investment Insight Wealth Management, LLC own Salesforce Inc (CRM)? Yes — 5.1K shares worth $947,327 (+1.02% of its 13F portfolio) as of Q1 2026, down from 5.1K shares the prior filed quarter.

Position Value
$947,327
Q1 2026
Shares
5.1K
% of Portfolio
+1.02%
Quarters Held
2
currently held

Position History CRM

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $947,327Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.1K$947,327+1.02%
Q4 20255.1K$1M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Investment Insight Wealth Management, LLC’s full portfolio or all institutional holders of CRM.