Gerber Kawasaki Wealth & Investment Management
Position in CRM — Salesforce, Inc.
CIK 1666736
SANTA MONICA, CA
Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,914,541
+$1,006,019 QoQ
Shares Held
12,221
+151.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#956
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $24,474,598 across 7 Software - Application names. CRM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
155,965 | $17,808,083 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,485 | $2,416,277 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
12,221 | $1,914,541 | |
| 4 | SNOW |
Snowflake Inc.
|
2,789 | $709,800 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
9,333 | $659,936 | |
| 6 | DDOG |
Datadog, Inc.
|
2,173 | $565,762 | |
| 7 | ADBE |
Adobe Inc.
|
1,952 | $400,199 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914,541 | 12,221 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $908,522 | 4,867 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,499,125 | 5,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,257,522 | 5,306 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,114,756 | 4,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $992,932 | 3,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $775,645 | 2,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $612,836 | 2,239 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $564,591 | 2,196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $605,672 | 2,011 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $539,173 | 2,049 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $587,656 | 2,898 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $631,667 | 2,990 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $546,598 | 2,736 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $396,178 | 2,988 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $668,712 | 4,649 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $720,894 | 4,368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $844,821 | 3,979 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $959,849 | 3,777 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,171 | 67 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $956,805 | 3,917 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $750,231 | 3,541 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $392,542 | 1,764 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||