GC Wealth Management RIA’s Salesforce CRM Stock Holding History

GC Wealth Management RIA’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Sell	85,099 -196,578	-70%	-$34.6M	0.77%	20
2026 Q1	$52.6M	Buy	281,677 +3,194	+1%	+$662K	2.18%	8
2025 Q4	$73.8M	Sell	278,483 -13,698	-5%	-$3.4M	2.71%	8
2025 Q3	$69.2M	Buy	292,181 +66,101	+29%	+$16.7M	2.28%	9
2025 Q2	$61.6M	Buy	226,080 +12,480	+6%	+$3.34M	5.04%	2
2025 Q1	$57.3M	Buy	213,600 +538	+0.3%	+$167K	10.52%	1
2024 Q4	$71.2M	Sell	213,062 -27,435	-11%	-$8.76M	12.52%	1
2024 Q3	$65.8M	Sell	240,497 -966	-0.4%	-$247K	11.5%	1
2024 Q2	$62.1M	Sell	241,463 -22,206	-8%	-$5.94M	12.26%	1
2024 Q1	$79.4M	Buy	263,669 +255,113	+2,982%	+$73.6M	15.89%	1
2023 Q4	$2.25M	Buy	+8,556	New	+$1.94M	1.01%	22

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GC Wealth Management RIA's CRM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Salesforce (CRM) stake by 70% in Q2 2026, selling an estimated $34.6M and leaving 85,099 shares worth $13.3M. The position accounts for 0.77% of the portfolio, ranked #20.

GC Wealth Management RIA first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.4M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

GC Wealth Management RIA held 85,099 shares of Salesforce worth $13.3M as of Q2 2026.
GC Wealth Management RIA sold 196,578 Salesforce shares in Q2 2026, an estimated $34.6M.
Salesforce made up 0.77% of GC Wealth Management RIA's portfolio in Q2 2026, its #20 holding.
GC Wealth Management RIA first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Salesforce position peaked at $79.4M in Q1 2024.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.