LPL Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369M | Buy |
1,353,115
+70,822
| +6% | +$19.3M | 0.12% | 159 |
|
|
2025
Q1 | $344M | Buy |
1,282,293
+214,980
| +20% | +$57.6M | 0.13% | 149 |
|
|
2024
Q4 | $357M | Buy |
1,067,313
+135,154
| +14% | +$45.2M | 0.15% | 132 |
|
|
2024
Q3 | $255M | Buy |
932,159
+22,338
| +2% | +$6.11M | 0.11% | 160 |
|
|
2024
Q2 | $234M | Buy |
909,821
+41,630
| +5% | +$10.7M | 0.12% | 155 |
|
|
2024
Q1 | $261M | Buy |
868,191
+62,738
| +8% | +$18.9M | 0.14% | 138 |
|
|
2023
Q4 | $212M | Buy |
805,453
+49,617
| +7% | +$13.1M | 0.13% | 148 |
|
|
2023
Q3 | $153M | Buy |
755,836
+63,556
| +9% | +$12.9M | 0.11% | 170 |
|
|
2023
Q2 | $146M | Buy |
692,280
+33,520
| +5% | +$7.08M | 0.1% | 176 |
|
|
2023
Q1 | $132M | Buy |
658,760
+34,656
| +6% | +$6.92M | 0.1% | 180 |
|
|
2022
Q4 | $82.8M | Sell |
624,104
-45,282
| -7% | -$6.01M | 0.07% | 261 |
|
|
2022
Q3 | $96.3M | Sell |
669,386
-21,336
| -3% | -$3.07M | 0.09% | 198 |
|
|
2022
Q2 | $114M | Sell |
690,722
-7,455
| -1% | -$1.23M | 0.11% | 169 |
|
|
2022
Q1 | $148M | Sell |
698,177
-3,800
| -0.5% | -$807K | 0.13% | 152 |
|
|
2021
Q4 | $178M | Buy |
701,977
+44,194
| +7% | +$11.2M | 0.15% | 130 |
|
|
2021
Q3 | $178M | Buy |
657,783
+83,573
| +15% | +$22.7M | 0.17% | 118 |
|
|
2021
Q2 | $140M | Sell |
574,210
-12,699
| -2% | -$3.1M | 0.14% | 137 |
|
|
2021
Q1 | $124M | Buy |
586,909
+19,267
| +3% | +$4.08M | 0.14% | 135 |
|
|
2020
Q4 | $126M | Buy |
567,642
+125,822
| +28% | +$28M | 0.16% | 121 |
|
|
2020
Q3 | $111M | Buy |
441,820
+37,384
| +9% | +$9.4M | 0.17% | 115 |
|
|
2020
Q2 | $75.8M | Buy |
404,436
+47,217
| +13% | +$8.85M | 0.13% | 149 |
|
|
2020
Q1 | $51.4M | Buy |
357,219
+44,890
| +14% | +$6.46M | 0.11% | 166 |
|
|
2019
Q4 | $50.8M | Buy |
312,329
+32,312
| +12% | +$5.26M | 0.09% | 190 |
|
|
2019
Q3 | $41.6M | Sell |
280,017
-2,441
| -0.9% | -$362K | 0.08% | 203 |
|
|
2019
Q2 | $42.9M | Buy |
282,458
+25,509
| +10% | +$3.87M | 0.09% | 197 |
|
|
2019
Q1 | $40.7M | Buy |
256,949
+35,793
| +16% | +$5.67M | 0.09% | 198 |
|
|
2018
Q4 | $30.3M | Buy |
221,156
+13,333
| +6% | +$1.83M | 0.08% | 214 |
|
|
2018
Q3 | $33.1M | Buy |
207,823
+109,530
| +111% | +$17.4M | 0.08% | 215 |
|
|
2018
Q2 | $13.4M | Buy |
98,293
+12,192
| +14% | +$1.66M | 0.04% | 372 |
|
|
2018
Q1 | $10M | Buy |
86,101
+5,729
| +7% | +$666K | 0.03% | 449 |
|
|
2017
Q4 | $8.22M | Buy |
80,372
+6,735
| +9% | +$688K | 0.03% | 466 |
|
|
2017
Q3 | $6.88M | Buy |
73,637
+5,826
| +9% | +$544K | 0.02% | 488 |
|
|
2017
Q2 | $5.87M | Buy |
67,811
+41,075
| +154% | +$3.56M | 0.02% | 513 |
|
|
2017
Q1 | $2.2M | Sell |
26,736
-2,812
| -10% | -$231K | 0.02% | 775 |
|
|
2016
Q4 | $2.08M | Buy |
29,548
+2,922
| +11% | +$206K | 0.02% | 773 |
|
|
2016
Q3 | $1.93M | Buy |
26,626
+1,554
| +6% | +$113K | 0.02% | 792 |
|
|
2016
Q2 | $1.97M | Sell |
25,072
-14,560
| -37% | -$1.14M | 0.02% | 773 |
|
|
2016
Q1 | $2.96M | Buy |
39,632
+9,856
| +33% | +$735K | 0.01% | 979 |
|
|
2015
Q4 | $2.29M | Sell |
29,776
-1,498
| -5% | -$115K | 0.01% | 1085 |
|
|
2015
Q3 | $2.35M | Buy |
31,274
+14,263
| +84% | +$1.07M | 0.01% | 765 |
|
|
2015
Q2 | $1.18M | Sell |
17,011
-11,528
| -40% | -$797K | 0.01% | 1244 |
|
|
2015
Q1 | $1.89M | Buy |
28,539
+973
| +4% | +$64.3K | 0.01% | 943 |
|
|
2014
Q4 | $1.64M | Buy |
27,566
+3,838
| +16% | +$228K | 0.01% | 1010 |
|
|
2014
Q3 | $1.35M | Sell |
23,728
-19,084
| -45% | -$1.08M | 0.01% | 1090 |
|
|
2014
Q2 | $2.49M | Buy |
42,812
+29,754
| +228% | +$1.73M | 0.01% | 763 |
|
|
2014
Q1 | $745K | Buy |
13,058
+3,944
| +43% | +$225K | ﹤0.01% | 1451 |
|
|
2013
Q4 | $503K | Buy |
9,114
+2,026
| +29% | +$112K | ﹤0.01% | 1719 |
|
|
2013
Q3 | $363K | Buy |
7,088
+1,312
| +23% | +$67.2K | ﹤0.01% | 1871 |
|
|
2013
Q2 | $221K | Buy |
+5,776
| New | +$221K | ﹤0.01% | 2129 |
|