LPL Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369M | Buy |
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|
2025
Q1 | $344M | Buy |
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|
2024
Q4 | $357M | Buy |
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|
2024
Q3 | $255M | Buy |
|
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|
2024
Q2 | $234M | Buy |
|
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|
2024
Q1 | $261M | Buy |
|
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|
2023
Q4 | $212M | Buy |
|
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|
2023
Q3 | $153M | Buy |
|
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|
2023
Q2 | $146M | Buy |
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|
2023
Q1 | $132M | Buy |
|
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|
2022
Q4 | $82.8M | Sell |
|
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|
2022
Q3 | $96.3M | Sell |
|
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|
2022
Q2 | $114M | Sell |
|
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|
2022
Q1 | $148M | Sell |
|
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|
2021
Q4 | $178M | Buy |
|
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|
2021
Q3 | $178M | Buy |
|
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|
2021
Q2 | $140M | Sell |
|
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|
2021
Q1 | $124M | Buy |
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|
2020
Q4 | $126M | Buy |
|
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|
2020
Q3 | $111M | Buy |
|
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|
2020
Q2 | $75.8M | Buy |
|
|||||
|
2020
Q1 | $51.4M | Buy |
|
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|
2019
Q4 | $50.8M | Buy |
|
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|
2019
Q3 | $41.6M | Sell |
|
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|
2019
Q2 | $42.9M | Buy |
|
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|
2019
Q1 | $40.7M | Buy |
|
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|
2018
Q4 | $30.3M | Buy |
|
|||||
|
2018
Q3 | $33M | Buy |
|
|||||
|
2018
Q2 | $13.4M | Buy |
|
|||||
|
2018
Q1 | $10M | Buy |
|
|||||
|
2017
Q4 | $8.22M | Buy |
|
|||||
|
2017
Q3 | $6.88M | Buy |
|
|||||
|
2017
Q2 | $5.87M | Buy |
|
|||||
|
2017
Q1 | $2.2M | Sell |
|
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|
2016
Q4 | $2.08M | Buy |
|
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|
2016
Q3 | $1.93M | Buy |
|
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|
2016
Q2 | $1.97M | Sell |
|
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|
2016
Q1 | $2.96M | Buy |
|
|||||
|
2015
Q4 | $2.29M | Sell |
|
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|
2015
Q3 | $2.35M | Buy |
|
|||||
|
2015
Q2 | $1.18M | Sell |
|
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|
2015
Q1 | $1.89M | Buy |
|
|||||
|
2014
Q4 | $1.64M | Buy |
|
|||||
|
2014
Q3 | $1.35M | Sell |
|
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|
2014
Q2 | $2.49M | Buy |
|
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|
2014
Q1 | $745K | Buy |
|
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|
2013
Q4 | $503K | Buy |
|
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|
2013
Q3 | $363K | Buy |
|
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|
2013
Q2 | $221K | Buy |
|