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 		$1.61M Sell
8,600
-2,300
-21% -$477K ﹤0.01% 3710
2025
Q4 		$2.89M Buy
10,900
+1,600
+17% +$398K ﹤0.01% 3050
2025
Q3 		$2.2M Buy
9,300
+5,300
+133% +$1.34M ﹤0.01% 3226
2025
Q2 		$1.09M Buy
4,000
+400
+11% +$107K ﹤0.01% 3673
2025
Q1 		$966K Buy
3,600
+400
+13% +$124K ﹤0.01% 3588
2024
Q4 		$1.07M Buy
3,200
+700
+28% +$223K ﹤0.01% 3436
2024
Q3 		$684K Buy
+2,500
New +$640K ﹤0.01% 3734
2024
Q1 		– Sell
-2,000
Closed -$526K – 4940
2023
Q4 		$526K Buy
+2,000
New +$453K ﹤0.01% 3627
2023
Q3 		– Sell
-3,600
Closed -$761K – 4714
2023
Q2 		$761K Buy
+3,600
New +$735K ﹤0.01% 3091
2019
Q1 		– Sell
-17,900
Closed -$2.45M – 3194
2018
Q4 		$2.45M Buy
17,900
+900
+5% +$124K 0.01% 973
2018
Q3 		$2.7M Hold
17,000
– – 0.01% 998
2018
Q2 		$2.32M Sell
17,000
-1,600
-9% -$204K 0.01% 1045
2018
Q1 		$2.16M Sell
18,600
-800
-4% -$91.9K 0.01% 1071
2017
Q4 		$1.98M Buy
19,400
+400
+2% +$40.8K 0.01% 1060
2017
Q3 		$1.77M Buy
19,000
+1,800
+10% +$166K 0.01% 1058
2017
Q2 		$1.49M Buy
+17,200
New +$1.5M 0.01% 1120

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.