Gerber Kawasaki Wealth & Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,088
+388
| +10% | +$106K | 0.04% | 141 |
|
|
2025
Q1 | $993K | Buy |
3,700
+1,380
| +59% | +$370K | 0.04% | 138 |
|
|
2024
Q4 | $776K | Buy |
2,320
+81
| +4% | +$27.1K | 0.03% | 152 |
|
|
2024
Q3 | $613K | Buy |
2,239
+43
| +2% | +$11.8K | 0.03% | 165 |
|
|
2024
Q2 | $565K | Buy |
2,196
+185
| +9% | +$47.6K | 0.03% | 162 |
|
|
2024
Q1 | $606K | Sell |
2,011
-38
| -2% | -$11.4K | 0.03% | 159 |
|
|
2023
Q4 | $539K | Sell |
2,049
-849
| -29% | -$223K | 0.03% | 156 |
|
|
2023
Q3 | $588K | Sell |
2,898
-92
| -3% | -$18.7K | 0.04% | 150 |
|
|
2023
Q2 | $632K | Buy |
2,990
+254
| +9% | +$53.7K | 0.04% | 148 |
|
|
2023
Q1 | $547K | Sell |
2,736
-252
| -8% | -$50.3K | 0.04% | 159 |
|
|
2022
Q4 | $396K | Sell |
2,988
-1,661
| -36% | -$220K | 0.04% | 176 |
|
|
2022
Q3 | $668K | Buy |
4,649
+281
| +6% | +$40.4K | 0.06% | 134 |
|
|
2022
Q2 | $720K | Buy |
4,368
+389
| +10% | +$64.1K | 0.07% | 132 |
|
|
2022
Q1 | $844K | Buy |
3,979
+202
| +5% | +$42.8K | 0.07% | 122 |
|
|
2021
Q4 | $959K | Buy |
3,777
+3,710
| +5,537% | +$942K | 0.08% | 114 |
|
|
2021
Q3 | $67K | Sell |
67
-3,850
| -98% | -$3.85M | 0.01% | 281 |
|
|
2021
Q2 | $956K | Buy |
3,917
+376
| +11% | +$91.8K | 0.1% | 104 |
|
|
2021
Q1 | $750K | Buy |
3,541
+1,777
| +101% | +$376K | 0.09% | 107 |
|
|
2020
Q4 | $392K | Buy |
+1,764
| New | +$392K | 0.05% | 124 |
|