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 		$1.36M Buy
8,700
+100
+1% +$17.6K ﹤0.01% 4139
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 $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.