Lodestar Private Asset Management’s Salesforce CRM Stock Holding History

Lodestar Private Asset Management’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
2026 Q2	$497K	Sell	3,173 -429	-12%	-$75.4K	0.04%	162
2026 Q1	$672K	Sell	3,602 -1,760	-33%	-$365K	0.07%	135
2025 Q4	$1.42M	Buy	5,362 +475	+10%	+$118K	0.14%	86
2025 Q3	$1.16M	Hold	4,887	–	–	0.12%	92
2025 Q2	$1.33M	Sell	4,887 -1,704	-26%	-$456K	0.15%	84
2025 Q1	$1.77M	Buy	6,591 +2	+0%	+$622	0.22%	76
2024 Q4	$2.2M	Buy	6,589 +5,205	+376%	+$1.66M	0.28%	67
2024 Q3	$379K	Sell	1,384 -22	-2%	-$5.63K	0.05%	159
2024 Q2	$361K	Sell	1,406 -17	-1%	-$4.55K	0.05%	159
2024 Q1	$429K	Hold	1,423	–	–	0.06%	142
2023 Q4	$374K	Hold	1,423	–	–	0.06%	149
2023 Q3	$289K	Sell	1,423 -28	-2%	-$6.05K	0.05%	156
2023 Q2	$307K	Buy	1,451 +18	+1%	+$3.67K	0.05%	159
2023 Q1	$286K	Buy	+1,433	New	+$242K	0.05%	159

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lodestar Private Asset Management's CRM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $75.4K and leaving 3,173 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #162.

Lodestar Private Asset Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lodestar Private Asset Management held 3,173 shares of Salesforce worth $497K as of Q2 2026.
Lodestar Private Asset Management sold 429 Salesforce shares in Q2 2026, an estimated $75.4K.
Salesforce made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #162 holding.
Lodestar Private Asset Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
Lodestar Private Asset Management's Salesforce position peaked at $2.2M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.