Gladstone Institutional Advisory’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49M	Sell	13,340 -837	-6%	-$173K	0.09%	228
2025 Q4	$3.76M	Sell	14,177 -3,112	-18%	-$773K	0.14%	156
2025 Q3	$4.1M	Sell	17,289 -5,697	-25%	-$1.44M	0.16%	142
2025 Q2	$6.27M	Buy	22,986 +3,583	+18%	+$958K	0.26%	89
2025 Q1	$5.21M	Buy	19,403 +6,673	+52%	+$2.08M	0.24%	104
2024 Q4	$4.26M	Sell	12,730 -1,577	-11%	-$503K	0.2%	118
2024 Q3	$3.92M	Sell	14,307 -5,183	-27%	-$1.33M	0.19%	131
2024 Q2	$5.01M	Buy	19,490 +741	+4%	+$198K	0.26%	105
2024 Q1	$5.65M	Sell	18,749 -741	-4%	-$214K	0.31%	78
2023 Q4	$5.13M	Sell	19,490 -654	-3%	-$148K	0.29%	89
2023 Q3	$4.08M	Buy	20,144 +1,036	+5%	+$224K	0.26%	98
2023 Q2	$4.04M	Sell	19,108 -252	-1%	-$51.4K	0.25%	109
2023 Q1	$3.87M	Buy	19,360 +474	+3%	+$80.1K	0.25%	117
2022 Q4	$2.5M	Sell	18,886 -3,247	-15%	-$474K	0.18%	166
2022 Q3	$3.18M	Buy	22,133 +1,895	+9%	+$321K	0.25%	102
2022 Q2	$3.34M	Sell	20,238 -1,316	-6%	-$233K	0.26%	92
2022 Q1	$4.58M	Buy	21,554 +1,569	+8%	+$338K	0.31%	84
2021 Q4	$5.08M	Buy	19,985 +1,628	+9%	+$457K	0.39%	70
2021 Q3	$4.98M	Buy	18,357 +7,893	+75%	+$2M	0.49%	48
2021 Q2	$2.56M	Buy	10,464 +880	+9%	+$203K	0.3%	90
2021 Q1	$2.03M	Buy	9,584 +4,338	+83%	+$966K	0.32%	83
2020 Q4	$1.17M	Buy	5,246 +989	+23%	+$241K	0.23%	94
2020 Q3	$1.07M	Buy	4,257 +1,194	+39%	+$261K	0.26%	91
2020 Q2	$574K	Sell	3,063 -869	-22%	-$146K	0.15%	119
2020 Q1	$566K	Sell	3,932 -616	-14%	-$106K	0.15%	131
2019 Q4	$739K	Buy	4,548 +714	+19%	+$112K	0.18%	105
2019 Q3	$570K	Sell	3,834 -113	-3%	-$17.2K	0.15%	126
2019 Q2	$598K	Buy	3,947 +988	+33%	+$155K	0.18%	117
2019 Q1	$469K	Buy	2,959 +773	+35%	+$120K	0.17%	112
2018 Q4	$299K	Buy	+2,186	New	+$301K	0.17%	128