GC Wealth Management RIA, LLC

Position in CRM — Salesforce, Inc.

CIK 2011169 Cambridge, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,331,609

-$39,249,036 QoQ

Shares Held

85,099

-69.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#404

of 2,457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GC Wealth Management RIA, LLC holds $50,131,075 across 17 Software - Application names. CRM ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	85,099	$13,331,609
2	NOW	ServiceNow, Inc.	114,088	$11,326,656
3	SNOW	Snowflake Inc.	27,326	$6,954,467
4	UBER	Uber Technologies, Inc	59,626	$4,302,612
5	SHOP	Shopify Inc.	27,934	$3,189,504
6	SAP	Sap SE	13,173	$2,030,091
7	INTU	Intuit Inc.	7,741	$2,020,401
8	ADSK	Autodesk, Inc.	9,620	$1,870,320

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,331,609	85,099	-69.8%	Shares	Sole	2026-07-16
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.