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Lindbrook Capital’s Salesforce CRM Stock Holding History

Lindbrook Capital’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
Q1 		$1.65M Buy
6,155
+350
+6% +$109K 0.15% 90
2024
Q4 		$1.94M Buy
5,805
+23
+0.4% +$7.34K 0.18% 79
2024
Q3 		$1.58M Buy
5,782
+167
+3% +$42.8K 0.14% 96
2024
Q2 		$1.44M Sell
5,615
-393
-7% -$105K 0.14% 97
2024
Q1 		$1.81M Sell
6,008
-79
-1% -$22.8K 0.17% 84
2023
Q4 		$1.6M Buy
6,087
+556
+10% +$126K 0.16% 83
2023
Q3 		$1.12M Sell
5,531
-1,251
-18% -$270K 0.13% 98
2023
Q2 		$1.43M Buy
6,782
+1,828
+37% +$373K 0.15% 89
2023
Q1 		$990K Buy
4,954
+1,275
+35% +$215K 0.12% 111
2022
Q4 		$488K Sell
3,679
-2,470
-40% -$360K 0.06% 184
2022
Q3 		$884K Sell
6,149
-667
-10% -$113K 0.15% 86
2022
Q2 		$1.13M Buy
6,816
+1,029
+18% +$182K 0.19% 76
2022
Q1 		$1.23M Sell
5,787
-205
-3% -$44.1K 0.19% 72
2021
Q4 		$1.52M Buy
5,992
+2,397
+67% +$674K 0.23% 56
2021
Q3 		$975K Buy
3,595
+470
+15% +$119K 0.26% 34
2021
Q2 		$763K Buy
3,125
+8
+0.3% +$1.84K 0.17% 51
2021
Q1 		$660K Sell
3,117
-584
-16% -$130K 0.15% 55
2020
Q4 		$824K Sell
3,701
-360
-9% -$87.5K 0.2% 40
2020
Q3 		$1.02M Buy
4,061
+59
+1% +$12.9K 0.28% 37
2020
Q2 		$750K Buy
4,002
+7
+0.2% +$1.18K 0.22% 40
2020
Q1 		$575K Sell
3,995
-277
-6% -$47.5K 0.22% 37
2019
Q4 		$695K Buy
4,272
+32
+0.8% +$5.02K 0.24% 36
2019
Q3 		$629K Buy
4,240
+2,780
+190% +$422K 0.24% 39
2019
Q2 		$221K Buy
1,460
+30
+2% +$4.7K 0.09% 121
2019
Q1 		$226K Buy
1,430
+134
+10% +$20.8K 0.09% 112
2018
Q4 		$177K Buy
+1,296
New +$178K 0.09% 123

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's CRM Position: Q1 2025 in Review

Lindbrook Capital increased its Salesforce (CRM) stake by 6% in Q1 2025, buying an estimated $109K and bringing the position to 6,155 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #90.

Lindbrook Capital first reported a position in CRM in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.94M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Lindbrook Capital held 6,155 shares of Salesforce worth $1.65M as of Q1 2025.
  • Lindbrook Capital bought 350 Salesforce shares in Q1 2025, an estimated $109K.
  • Salesforce made up 0.15% of Lindbrook Capital's portfolio in Q1 2025, its #90 holding.
  • Lindbrook Capital first reported a position in Salesforce in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Salesforce position peaked at $1.94M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.