LPL Financial
CRM icon

LPL Financial’s Salesforce CRM Stock Holding History

LPL Financial’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
2026
Q1 		$1.12M Sell
6,000
-800
-12% -$166K ﹤0.01% 4092
2025
Q4 		$1.8M Buy
6,800
+100
+1% +$24.9K ﹤0.01% 3511
2025
Q3 		$1.59M Buy
6,700
+3,900
+139% +$984K ﹤0.01% 3539
2025
Q2 		$764K Buy
2,800
+800
+40% +$214K ﹤0.01% 3998
2025
Q1 		$537K Buy
+2,000
New +$622K ﹤0.01% 4109

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LPL Financial's CRM Position: Q1 2026 in Review

LPL Financial increased its Salesforce (CRM) stake by 3.7% in Q1 2026, buying an estimated $9.73M and bringing the position to 1,329,703 shares worth $248M. The position accounts for 0.07% of the portfolio, ranked #290.

LPL Financial first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $369M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • LPL Financial held 1,329,703 shares of Salesforce worth $248M as of Q1 2026.
  • LPL Financial bought 46,943 Salesforce shares in Q1 2026, an estimated $9.73M.
  • Salesforce made up 0.07% of LPL Financial's portfolio in Q1 2026, its #290 holding.
  • LPL Financial first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Salesforce position peaked at $369M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.