Peapack-Gladstone Financial Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.12M | Sell |
19,907
-1,336
| -6% | -$235K | 0.04% | 303 |
|
|
2026
Q1 | $3.97M | Buy |
21,243
+5,651
| +36% | +$1.17M | 0.05% | 261 |
|
|
2025
Q4 | $4.13M | Buy |
15,592
+1,975
| +15% | +$491K | 0.05% | 258 |
|
|
2025
Q3 | $3.23M | Buy |
13,617
+2,305
| +20% | +$581K | 0.04% | 283 |
|
|
2025
Q2 | $3.08M | Sell |
11,312
-2,689
| -19% | -$719K | 0.04% | 279 |
|
|
2025
Q1 | $3.76M | Sell |
14,001
-552
| -4% | -$172K | 0.06% | 257 |
|
|
2024
Q4 | $4.87M | Sell |
14,553
-1,378
| -9% | -$440K | 0.07% | 222 |
|
|
2024
Q3 | $4.36M | Sell |
15,931
-3,039
| -16% | -$778K | 0.06% | 240 |
|
|
2024
Q2 | $4.88M | Sell |
18,970
-284
| -1% | -$76K | 0.07% | 219 |
|
|
2024
Q1 | $5.8M | Sell |
19,254
-417
| -2% | -$120K | 0.09% | 196 |
|
|
2023
Q4 | $5.18M | Sell |
19,671
-1,005
| -5% | -$227K | 0.09% | 203 |
|
|
2023
Q3 | $4.19M | Buy |
20,676
+268
| +1% | +$57.9K | 0.08% | 213 |
|
|
2023
Q2 | $4.31M | Sell |
20,408
-2,875
| -12% | -$587K | 0.08% | 220 |
|
|
2023
Q1 | $4.13M | Buy |
23,283
+5,510
| +31% | +$931K | 0.08% | 227 |
|
|
2022
Q4 | $2.36M | Sell |
17,773
-6,673
| -27% | -$974K | 0.05% | 281 |
|
|
2022
Q3 | $3.52M | Buy |
24,446
+13,880
| +131% | +$2.35M | 0.07% | 229 |
|
|
2022
Q2 | $1.74M | Buy |
10,566
+1,119
| +12% | +$198K | 0.04% | 287 |
|
|
2022
Q1 | $2.01M | Sell |
9,447
-15,254
| -62% | -$3.28M | 0.04% | 286 |
|
|
2021
Q4 | $6.28M | Buy |
24,701
+390
| +2% | +$110K | 0.12% | 168 |
|
|
2021
Q3 | $6.59M | Sell |
24,311
-473
| -2% | -$120K | 0.14% | 159 |
|
|
2021
Q2 | $6.05M | Buy |
24,784
+1,221
| +5% | +$281K | 0.15% | 150 |
|
|
2021
Q1 | $4.99M | Buy |
23,563
+4,349
| +23% | +$968K | 0.13% | 159 |
|
|
2020
Q4 | $4.28M | Buy |
19,214
+1,369
| +8% | +$333K | 0.13% | 156 |
|
|
2020
Q3 | $4.49M | Buy |
17,845
+4,037
| +29% | +$884K | 0.16% | 126 |
|
|
2020
Q2 | $2.59M | Buy |
13,808
+649
| +5% | +$109K | 0.1% | 158 |
|
|
2020
Q1 | $1.9M | Buy |
13,159
+2,230
| +20% | +$382K | 0.09% | 161 |
|
|
2019
Q4 | $1.78M | Buy |
10,929
+7,731
| +242% | +$1.21M | 0.07% | 165 |
|
|
2019
Q3 | $475K | Buy |
3,198
+100
| +3% | +$15.2K | 0.02% | 259 |
|
|
2019
Q2 | $470K | Sell |
3,098
-404
| -12% | -$63.3K | 0.02% | 261 |
|
|
2019
Q1 | $555K | Buy |
3,502
+100
| +3% | +$15.5K | 0.03% | 239 |
|
|
2018
Q4 | $466K | Sell |
3,402
-88
| -3% | -$12.1K | 0.02% | 242 |
|
|
2018
Q3 | $555K | Sell |
3,490
-70
| -2% | -$10.4K | 0.03% | 230 |
|
|
2018
Q2 | $486K | Buy |
3,560
+268
| +8% | +$34.2K | 0.03% | 236 |
|
|
2018
Q1 | $383K | Hold |
3,292
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $337K | Buy |
3,292
+1,067
| +48% | +$109K | 0.02% | 272 |
|
|
2017
Q3 | $208K | Sell |
2,225
-140
| -6% | -$12.9K | 0.01% | 322 |
|
|
2017
Q2 | $205K | Sell |
2,365
-259
| -10% | -$22.6K | 0.01% | 323 |
|
|
2017
Q1 | $216K | Buy |
+2,624
| New | +$210K | 0.01% | 316 |
|
|
2016
Q1 | – | Sell |
-3,240
| Closed | -$254K | – | 319 |
|
|
2015
Q4 | $254K | Buy |
3,240
+166
| +5% | +$13K | 0.02% | 295 |
|
|
2015
Q3 | $213K | Hold |
3,074
| – | – | 0.02% | 307 |
|
|
2015
Q2 | $214K | Buy |
3,074
+60
| +2% | +$4.27K | 0.02% | 302 |
|
|
2015
Q1 | $201K | Buy |
+3,014
| New | +$187K | 0.01% | 318 |
|
Other funds holding CRM
Peapack-Gladstone Financial Corp's CRM Position: Q2 2026 in Review
Peapack-Gladstone Financial Corp reduced its Salesforce (CRM) stake by 6.3% in Q2 2026, selling an estimated $235K and leaving 19,907 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #303.
Peapack-Gladstone Financial Corp first reported a position in CRM in Q1 2015 and has held it in 42 quarters since. The position peaked at $6.59M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Peapack-Gladstone Financial Corp held 19,907 shares of Salesforce worth $3.12M as of Q2 2026.
- Peapack-Gladstone Financial Corp sold 1,336 Salesforce shares in Q2 2026, an estimated $235K.
- Salesforce made up 0.04% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #303 holding.
- Peapack-Gladstone Financial Corp first reported a position in Salesforce in Q1 2015 and has held it in 42 quarters since.
- Peapack-Gladstone Financial Corp's Salesforce position peaked at $6.59M in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.