A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 2,196 shares of CRM stock, worth $585,892. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,196
Previous 2,011 9.2%
Holding current value
$585,892
Previous $605,000 6.78%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $40,331 - $56,376
185 Added 9.2%
2,196 $564,000
Q1 2024

May 13, 2024

SELL
$251.12 - $316.88 $9,542 - $12,041
-38 Reduced 1.85%
2,011 $605,000
Q4 2023

Feb 12, 2024

SELL
$196.25 - $267.25 $166,616 - $226,895
-849 Reduced 29.3%
2,049 $539,000
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $18,629 - $21,562
-92 Reduced 3.08%
2,898 $587,000
Q2 2023

Aug 10, 2023

BUY
$188.89 - $223.38 $47,978 - $56,738
254 Added 9.28%
2,990 $631,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $33,969 - $50,344
-252 Reduced 8.43%
2,736 $546,000
Q4 2022

Feb 08, 2023

SELL
$128.21 - $165.27 $212,956 - $274,513
-1,661 Reduced 35.73%
2,988 $396,000
Q3 2022

Nov 14, 2022

BUY
$143.84 - $191.27 $40,419 - $53,746
281 Added 6.43%
4,649 $668,000
Q2 2022

Aug 04, 2022

BUY
$155.6 - $218.85 $60,528 - $85,132
389 Added 9.78%
4,368 $720,000
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $38,489 - $51,602
202 Added 5.35%
3,979 $844,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $917,149 - $1.15 Million
3,710 Added 5537.31%
3,777 $959,000
Q3 2021

Nov 15, 2021

SELL
$237.55 - $285.63 $914,567 - $1.1 Million
-3,850 Reduced 98.29%
67 $67,000
Q2 2021

Aug 11, 2021

BUY
$210.54 - $246.26 $79,163 - $92,593
376 Added 10.62%
3,917 $956,000
Q1 2021

May 07, 2021

BUY
$205.33 - $248.59 $364,871 - $441,744
1,777 Added 100.74%
3,541 $750,000
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $388,344 - $471,111
1,764 New
1,764 $392,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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