LPAM
Lodestar Private Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,887
-1,704
| -26% | -$465K | 0.15% | 84 |
|
|
2025
Q1 | $1.77M | Buy |
6,591
+2
| +0% | +$537 | 0.22% | 76 |
|
|
2024
Q4 | $2.2M | Buy |
6,589
+5,205
| +376% | +$1.74M | 0.28% | 67 |
|
|
2024
Q3 | $379K | Sell |
1,384
-22
| -2% | -$6.02K | 0.05% | 159 |
|
|
2024
Q2 | $361K | Sell |
1,406
-17
| -1% | -$4.37K | 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% | -$5.68K | 0.05% | 156 |
|
|
2023
Q2 | $307K | Buy |
1,451
+18
| +1% | +$3.8K | 0.05% | 159 |
|
|
2023
Q1 | $286K | Buy |
+1,433
| New | +$286K | 0.05% | 159 |
|