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Gerber Kawasaki Wealth & Investment Management’s Salesforce CRM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$1.91M Buy
12,221
+7,354
+151% +$1.29M 0.05% 127
2026
Q1 		$909K Sell
4,867
-792
-14% -$164K 0.03% 169
2025
Q4 		$1.5M Buy
5,659
+353
+7% +$87.7K 0.05% 133
2025
Q3 		$1.26M Buy
5,306
+1,218
+30% +$307K 0.04% 143
2025
Q2 		$1.11M Buy
4,088
+388
+10% +$104K 0.04% 141
2025
Q1 		$993K Buy
3,700
+1,380
+59% +$429K 0.04% 138
2024
Q4 		$776K Buy
2,320
+81
+4% +$25.9K 0.03% 152
2024
Q3 		$613K Buy
2,239
+43
+2% +$11K 0.03% 165
2024
Q2 		$565K Buy
2,196
+185
+9% +$49.5K 0.03% 162
2024
Q1 		$606K Sell
2,011
-38
-2% -$11K 0.03% 159
2023
Q4 		$539K Sell
2,049
-849
-29% -$192K 0.03% 156
2023
Q3 		$588K Sell
2,898
-92
-3% -$19.9K 0.04% 150
2023
Q2 		$632K Buy
2,990
+254
+9% +$51.9K 0.04% 148
2023
Q1 		$547K Sell
2,736
-252
-8% -$42.6K 0.04% 159
2022
Q4 		$396K Sell
2,988
-1,661
-36% -$242K 0.04% 176
2022
Q3 		$668K Buy
4,649
+281
+6% +$47.6K 0.06% 134
2022
Q2 		$720K Buy
4,368
+389
+10% +$68.7K 0.07% 132
2022
Q1 		$844K Buy
3,979
+202
+5% +$43.5K 0.07% 122
2021
Q4 		$959K Buy
3,777
+3,710
+5,537% +$1.04M 0.08% 114
2021
Q3 		$67K Sell
67
-3,850
-98% -$978K 0.01% 281
2021
Q2 		$956K Buy
3,917
+376
+11% +$86.7K 0.1% 105
2021
Q1 		$750K Buy
3,541
+1,777
+101% +$396K 0.09% 108
2020
Q4 		$392K Buy
+1,764
New +$429K 0.05% 124

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CRM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Salesforce (CRM) stake by 151% in Q2 2026, buying an estimated $1.29M and bringing the position to 12,221 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #127.

Gerber Kawasaki Wealth & Investment Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. 1,787 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 12,221 shares of Salesforce worth $1.91M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 7,354 Salesforce shares in Q2 2026, an estimated $1.29M.
  • Salesforce made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #127 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • 1,787 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.