A detailed history of Gladstone Institutional Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 14,307 shares of CRM stock, worth $4.93 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,307
Previous 19,490 26.59%
Holding current value
$4.93 Million
Previous $5.01 Million 21.86%
% of portfolio
0.2%
Previous 0.26%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$238.42 - $276.53 $1.24 Million - $1.43 Million
-5,183 Reduced 26.59%
14,307 $3.92 Million
Q2 2024

Aug 02, 2024

BUY
$218.01 - $304.74 $161,545 - $225,812
741 Added 3.95%
19,490 $5.01 Million
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $186,079 - $234,808
-741 Reduced 3.8%
18,749 $5.65 Million
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $128,347 - $174,781
-654 Reduced 3.25%
19,490 $5.13 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $209,779 - $242,807
1,036 Added 5.42%
20,144 $4.08 Million
Q2 2023

Aug 10, 2023

SELL
$188.89 - $223.38 $47,600 - $56,291
-252 Reduced 1.3%
19,108 $4.04 Million
Q1 2023

May 12, 2023

BUY
$134.8 - $199.78 $63,895 - $94,695
474 Added 2.51%
19,360 $3.87 Million
Q4 2022

Feb 01, 2023

SELL
$128.21 - $165.27 $416,297 - $536,631
-3,247 Reduced 14.67%
18,886 $2.5 Million
Q3 2022

Jan 27, 2023

BUY
$143.84 - $191.27 $272,576 - $362,456
1,895 Added 9.36%
22,133 $3.18 Million
Q3 2022

Oct 20, 2022

BUY
$143.84 - $191.27 $272,576 - $362,456
1,895 Added 9.36%
22,133 $3.18 Million
Q2 2022

Jan 27, 2023

SELL
$155.6 - $218.85 $204,769 - $288,006
-1,316 Reduced 6.11%
20,238 $3.34 Million
Q2 2022

Aug 15, 2022

SELL
$155.6 - $218.85 $204,769 - $288,006
-1,316 Reduced 6.11%
20,238 $3.34 Million
Q1 2022

Jan 27, 2023

BUY
$190.54 - $255.46 $298,957 - $400,816
1,569 Added 7.85%
21,554 $4.58 Million
Q1 2022

May 04, 2022

BUY
$190.54 - $255.46 $298,957 - $400,816
1,569 Added 7.85%
21,554 $4.58 Million
Q4 2021

Jan 27, 2023

BUY
$247.21 - $309.96 $402,457 - $504,614
1,628 Added 8.87%
19,985 $5.08 Million
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $402,457 - $504,614
1,628 Added 8.87%
19,985 $5.08 Million
Q3 2021

Jan 27, 2023

BUY
$237.55 - $285.63 $1.87 Million - $2.25 Million
7,893 Added 75.43%
18,357 $4.98 Million
Q3 2021

Nov 15, 2021

BUY
$237.55 - $285.63 $1.87 Million - $2.25 Million
7,893 Added 75.43%
18,357 $4.98 Million
Q2 2021

Jan 27, 2023

BUY
$210.54 - $246.26 $185,275 - $216,708
880 Added 9.18%
10,464 $2.56 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $185,275 - $216,708
880 Added 9.18%
10,464 $2.56 Million
Q1 2021

Jan 27, 2023

BUY
$205.33 - $248.59 $890,721 - $1.08 Million
4,338 Added 82.69%
9,584 $2.03 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $890,721 - $1.08 Million
4,338 Added 82.69%
9,584 $2.03 Million
Q4 2020

Jan 27, 2023

BUY
$220.15 - $267.07 $217,728 - $264,132
989 Added 23.23%
5,246 $1.17 Million
Q4 2020

Feb 16, 2021

BUY
$220.15 - $267.07 $217,728 - $264,132
989 Added 23.23%
5,246 $1.17 Million
Q3 2020

Jan 27, 2023

SELL
$185.51 - $281.25 $3.32 Million - $5.03 Million
-17,876 Reduced 80.77%
4,257 $1.07 Million
Q3 2020

Nov 16, 2020

BUY
$185.51 - $281.25 $221,498 - $335,812
1,194 Added 38.98%
4,257 $1.07 Million
Q2 2020

Aug 17, 2020

SELL
$134.06 - $191.65 $116,498 - $166,543
-869 Reduced 22.1%
3,063 $574,000
Q1 2020

May 14, 2020

SELL
$124.3 - $193.36 $76,568 - $119,109
-616 Reduced 13.54%
3,932 $566,000
Q4 2019

Feb 12, 2020

BUY
$142.33 - $164.98 $101,623 - $117,795
714 Added 18.62%
4,548 $739,000
Q3 2019

Nov 13, 2019

SELL
$139.72 - $159.97 $15,788 - $18,076
-113 Reduced 2.86%
3,834 $570,000
Q2 2019

Aug 14, 2019

BUY
$145.1 - $165.96 $143,358 - $163,968
988 Added 33.39%
3,947 $598,000
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $100,799 - $129,052
773 Added 35.36%
2,959 $469,000
Q4 2018

Feb 13, 2019

BUY
$120.67 - $159.86 $263,784 - $349,453
2,186 New
2,186 $299,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • 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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