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
Q2 		$1.3M Buy
8,300
+2,300
+38% +$404K ﹤0.01% 4177
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LPL Financial's CRM Position: Q2 2026 in Review

LPL Financial reduced its Salesforce (CRM) stake by 7.7% in Q2 2026, selling an estimated $18M and leaving 1,227,518 shares worth $192M. The position accounts for 0.04% of the portfolio, ranked #407.

LPL Financial first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $369M in Q2 2025. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LPL Financial held 1,227,518 shares of Salesforce worth $192M as of Q2 2026.
  • LPL Financial sold 102,185 Salesforce shares in Q2 2026, an estimated $18M.
  • Salesforce made up 0.04% of LPL Financial's portfolio in Q2 2026, its #407 holding.
  • LPL Financial first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Salesforce position peaked at $369M in Q2 2025.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.