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Gladstone Institutional Advisory’s Salesforce CRM Stock Holding History

Gladstone Institutional Advisory’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
11,635
-1,705
-13% -$300K 0.06% 310
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

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gladstone Institutional Advisory's CRM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $300K and leaving 11,635 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #310.

Gladstone Institutional Advisory first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.27M in Q2 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gladstone Institutional Advisory held 11,635 shares of Salesforce worth $1.82M as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,705 Salesforce shares in Q2 2026, an estimated $300K.
  • Salesforce made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #310 holding.
  • Gladstone Institutional Advisory first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Salesforce position peaked at $6.27M in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.