Gerber Kawasaki Wealth & Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.5M | Buy |
|
|||||
|
2025
Q3 | $1.26M | Buy |
|
|||||
|
2025
Q2 | $1.11M | Buy |
|
|||||
|
2025
Q1 | $993K | Buy |
|
|||||
|
2024
Q4 | $776K | Buy |
|
|||||
|
2024
Q3 | $613K | Buy |
|
|||||
|
2024
Q2 | $565K | Buy |
|
|||||
|
2024
Q1 | $606K | Sell |
|
|||||
|
2023
Q4 | $539K | Sell |
|
|||||
|
2023
Q3 | $588K | Sell |
|
|||||
|
2023
Q2 | $632K | Buy |
|
|||||
|
2023
Q1 | $547K | Sell |
|
|||||
|
2022
Q4 | $396K | Sell |
|
|||||
|
2022
Q3 | $668K | Buy |
|
|||||
|
2022
Q2 | $720K | Buy |
|
|||||
|
2022
Q1 | $844K | Buy |
|
|||||
|
2021
Q4 | $959K | Buy |
|
|||||
|
2021
Q3 | $67K | Sell |
|
|||||
|
2021
Q2 | $956K | Buy |
|
|||||
|
2021
Q1 | $750K | Buy |
|
|||||
|
2020
Q4 | $392K | Buy |
|