LCM
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Lattice Capital Management’s Salesforce CRM Stock Holding History

Lattice Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Hold
938
– – 0.28% 22
2025
Q1 		$252K Hold
938
– – 0.26% 20
2024
Q4 		$314K Hold
938
– – 0.26% 23
2024
Q3 		$257K Hold
938
– – 0.23% 23
2024
Q2 		$241K Buy
+938
New +$241K 0.01% 28