Gladstone Institutional Advisory LLC Salesforce, Inc. Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 19,403 shares of CRM stock, worth $5.12 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,403
Previous 12,730 52.42%
Holding current value
$5.12 Million
Previous $4.26 Million 22.32%
% of portfolio
0.25%
Previous 0.2%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$268.36 - $359.95 $1.79 Million - $2.4 Million
6,673 Added 52.42%
19,403 $5.21 Million
Q4 2024

Jan 29, 2025
SELL
$270.87 - $367.87 $427,161 - $580,130
-1,577 Reduced 11.02%
12,730 $4.26 Million
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

# of Institutions
3,356
Shares Held
768M
Call Options Held
20M
Put Options Held
16.6M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $264B
  • 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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