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GC Wealth Management RIA, LLC → CRM
GC Wealth Management RIA, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
7
Latest value
$19.9M
Q3 2026
Peak value
$73.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $66.2M |
| Q4 2025 | $339K |
| Q4 2025 | $73.4M |
| Q1 2026 | $52.6M |
| Q2 2026 | $13.3M |
| Q3 2026 | $19.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.9M | 86.7K | — | — |
| Q2 2026 | $13.3M | 85.1K | — | — |
| Q1 2026 | $52.6M | 281.7K | — | — |
| Q4 2025 | $73.4M | 277.2K | — | — |
| Q4 2025 | $339K | 1.3K | — | — |
| Q3 2025 | $66.2M | 279.2K | — | — |
| Q3 2025 | $3.1M | 13.0K | — | — |