Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$497,082
-$175,303 QoQ
Shares Held
3,173
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,578
of 2,452 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LODESTAR PRIVATE ASSET MANAGEMENT LLC holds $725,884 across 2 Software - Application names. CRM ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,173 | $497,082 | |
| 2 | ADBE |
Adobe Inc.
|
1,116 | $228,802 |
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,082 | 3,173 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $672,385 | 3,602 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,420,447 | 5,362 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,158,219 | 4,887 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,332,636 | 4,887 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,768,760 | 6,591 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,202,900 | 6,589 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $378,814 | 1,384 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $361,482 | 1,406 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $428,579 | 1,423 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $374,448 | 1,423 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $288,555 | 1,423 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $306,538 | 1,451 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $286,284 | 1,433 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||