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
2025 Q2	$1.33M	Sell
2025 Q1	$1.77M	Buy
2024 Q4	$2.2M	Buy
2024 Q3	$379K	Sell
2024 Q2	$361K	Sell
2024 Q1	$429K	Hold
2023 Q4	$374K	Hold
2023 Q3	$289K	Sell
2023 Q2	$307K	Buy
2023 Q1	$286K	Buy