Lion Street Advisors’s Salesforce CRM Stock Holding History

Lion Street Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$520K	Buy	1,735 +690	+66%	+$174K	0.18%	112
2025 Q2	$285K	Buy	+1,045	New	+$279K	0.09%	223
2025 Q1	–	Sell	-624	Closed	-$209K	–	270
2024 Q4	$209K	Buy	+624	New	+$199K	0.07%	253
2023 Q4	–	Sell	-1,474	Closed	-$299K	–	254
2023 Q3	$299K	Sell	1,474 -305	-17%	-$65.9K	0.1%	184
2023 Q2	$533K	Buy	1,779 +557	+46%	+$114K	0.18%	109
2023 Q1	$244K	Buy	1,222 +29	+2%	+$4.9K	0.08%	201
2022 Q4	$358K	Sell	1,193 -287	-19%	-$41.9K	0.19%	90
2022 Q3	$212K	Buy	1,480 +287	+24%	+$48.7K	0.11%	121
2022 Q2	$355K	Sell	1,193 -46	-4%	-$8.13K	0.19%	90
2022 Q1	$262K	Buy	1,239 +25	+2%	+$5.38K	0.13%	112
2021 Q4	$309K	Buy	1,214 +21	+2%	+$5.9K	0.15%	104
2021 Q3	$323K	Buy	+1,193	New	+$303K	0.17%	95
2020 Q2	–	Sell	-124	Closed	-$18K	–	110
2020 Q1	$18K	Buy	+124	New	+$21.3K	0.1%	104

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return