GC Wealth Management RIA, LLC

Position in CRM — Salesforce, Inc.

CIK 2011169 Cambridge, MA

Position in CRM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$52,580,645

-$21,192,285 QoQ

Shares Held

281,677

+1.1% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

GC Wealth Management RIA, LLC holds $124,430,615 across 23 Software - Application names. CRM ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	281,677	$52,580,645
2	TEAM	Atlassian Corp	333,712	$22,775,844
3	NOW	ServiceNow, Inc.	111,620	$11,669,870
4	UBER	Uber Technologies, Inc	93,519	$6,726,821
5	INTU	Intuit Inc.	11,391	$4,925,240
6	SNOW	Snowflake Inc.	25,777	$3,887,686
7	SHOP	Shopify Inc.	32,015	$3,797,619
8	ADSK	Autodesk, Inc.	11,379	$2,724,132

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,580,645	281,677	+1.1%	Shares	Sole	2026-05-14
2025-12-31	$73,772,930	278,483	-4.7%	Shares	Defined	2026-01-30
2025-09-30	$69,246,897	292,181	+29.2%	Shares	Sole	2025-11-13
2025-06-30	$61,649,755	226,080	+5.8%	Shares	Sole	2025-07-17
2025-03-31	$57,321,696	213,600	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$71,233,018	213,062	-11.4%	Shares	Sole	2025-02-07
2024-09-30	$65,826,433	240,497	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$62,080,137	241,463	-8.4%	Shares	Sole	2024-07-31
2024-03-31	$79,411,829	263,669	+2981.7%	Shares	Sole	2024-05-10
2023-12-31	$2,251,425	8,556	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.