Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,822,739
-$667,438 QoQ
Shares Held
11,635
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#974
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $15,604,635 across 11 Software - Application names. CRM ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
70,965 | $5,120,834 | |
| 2 | NOW |
ServiceNow, Inc.
|
42,440 | $4,213,443 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
11,635 | $1,822,739 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,286 | $1,183,799 | |
| 5 | MSTR |
Strategy Inc
|
9,997 | $869,039 | |
| 6 | SHOP |
Shopify Inc.
|
6,398 | $730,523 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,116 | $418,857 | |
| 8 | SNOW |
Snowflake Inc.
|
1,563 | $397,783 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,822,739 | 11,635 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,490,177 | 13,340 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,755,629 | 14,177 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,097,493 | 17,289 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,268,052 | 22,986 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,206,989 | 19,403 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,256,020 | 12,730 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,915,968 | 14,307 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,010,879 | 19,490 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,646,823 | 18,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,128,598 | 19,490 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,084,800 | 20,144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,036,756 | 19,108 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,867,740 | 19,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,504,094 | 18,886 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,183,610 | 22,133 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,340,079 | 20,238 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $4,576,345 | 21,554 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $5,078,788 | 19,985 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $4,978,785 | 18,357 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $2,556,041 | 10,464 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,030,562 | 9,584 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,167,392 | 5,246 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $1,069,869 | 4,257 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $573,791 | 3,063 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $566,129 | 3,932 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||