Lpl Financial LLC Salesforce, Inc. Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 1,353,115 shares of CRM stock, worth $313 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,353,115
Previous 1,282,293 5.52%
Holding current value
$313 Million
Previous $344 Million 7.23%
% of portfolio
0.13%
Previous 0.14%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$236.26 - $291.15 $16.7 Million - $20.6 Million
70,822 Added 5.52%
1,353,115 $369 Million
Q1 2025

May 07, 2025
BUY
$268.36 - $359.95 $57.7 Million - $77.4 Million
214,980 Added 20.14%
1,282,293 $344 Million
Q4 2024

Feb 11, 2025
BUY
$270.87 - $367.87 $36.6 Million - $49.7 Million
135,154 Added 14.5%
1,067,313 $357 Million
Q3 2024

Nov 08, 2024
BUY
$238.42 - $276.53 $5.33 Million - $6.18 Million
22,338 Added 2.46%
932,159 $255 Million
Q2 2024

Aug 07, 2024
BUY
$218.01 - $304.74 $9.08 Million - $12.7 Million
41,630 Added 4.8%
909,821 $234 Million
Q1 2024

May 10, 2024
BUY
$251.12 - $316.88 $15.8 Million - $19.9 Million
62,738 Added 7.79%
868,191 $261 Million
Q4 2023

Feb 14, 2024
BUY
$196.25 - $267.25 $9.74 Million - $13.3 Million
49,617 Added 6.56%
805,453 $212 Million
Q3 2023

Nov 13, 2023
BUY
$202.49 - $234.37 $12.9 Million - $14.9 Million
63,556 Added 9.18%
755,836 $153 Million
Q2 2023

Jul 31, 2023
BUY
$188.89 - $223.38 $6.33 Million - $7.49 Million
33,520 Added 5.09%
692,280 $146 Million
Q1 2023

May 10, 2023
BUY
$134.8 - $199.78 $4.67 Million - $6.92 Million
34,656 Added 5.55%
658,760 $132 Million
Q4 2022

Feb 07, 2023
SELL
$128.21 - $165.27 $5.81 Million - $7.48 Million
-45,282 Reduced 6.76%
624,104 $82.8 Million
Q3 2022

Nov 14, 2022
SELL
$143.84 - $191.27 $3.07 Million - $4.08 Million
-21,336 Reduced 3.09%
669,386 $96.3 Million
Q2 2022

Aug 12, 2022
SELL
$155.6 - $218.85 $1.16 Million - $1.63 Million
-7,455 Reduced 1.07%
690,722 $114 Million
Q1 2022

May 16, 2022
SELL
$190.54 - $255.46 $724,052 - $970,748
-3,800 Reduced 0.54%
698,177 $148 Million
Q4 2021

Feb 14, 2022
BUY
$247.21 - $309.96 $10.9 Million - $13.7 Million
44,194 Added 6.72%
701,977 $178 Million
Q3 2021

Nov 15, 2021
BUY
$237.55 - $285.63 $19.9 Million - $23.9 Million
83,573 Added 14.55%
657,783 $178 Million
Q2 2021

Aug 13, 2021
SELL
$210.54 - $246.26 $2.67 Million - $3.13 Million
-12,699 Reduced 2.16%
574,210 $140 Million
Q1 2021

May 14, 2021
BUY
$205.33 - $248.59 $3.96 Million - $4.79 Million
19,267 Added 3.39%
586,909 $124 Million
Q4 2020

Feb 12, 2021
BUY
$220.15 - $267.07 $27.7 Million - $33.6 Million
125,822 Added 28.48%
567,642 $126 Million
Q3 2020

Nov 09, 2020
BUY
$185.51 - $281.25 $6.94 Million - $10.5 Million
37,384 Added 9.24%
441,820 $111 Million
Q2 2020

Aug 13, 2020
BUY
$134.06 - $191.65 $6.33 Million - $9.05 Million
47,217 Added 13.22%
404,436 $75.8 Million
Q1 2020

May 14, 2020
BUY
$124.3 - $193.36 $5.58 Million - $8.68 Million
44,890 Added 14.37%
357,219 $51.4 Million
Q4 2019

Feb 14, 2020
BUY
$142.33 - $164.98 $4.6 Million - $5.33 Million
32,312 Added 11.54%
312,329 $50.8 Million
Q3 2019

Nov 13, 2019
SELL
$139.72 - $159.97 $341,056 - $390,486
-2,441 Reduced 0.86%
280,017 $41.6 Million
Q2 2019

Aug 09, 2019
BUY
$145.1 - $165.96 $3.7 Million - $4.23 Million
25,509 Added 9.93%
282,458 $42.9 Million
Q1 2019

May 08, 2019
BUY
$130.4 - $166.95 $4.67 Million - $5.98 Million
35,793 Added 16.18%
256,949 $40.7 Million
Q4 2018

Feb 07, 2019
BUY
$120.67 - $159.86 $1.61 Million - $2.13 Million
13,333 Added 6.42%
221,156 $30.3 Million
Q3 2018

Nov 14, 2018
BUY
$137.15 - $160.43 $15 Million - $17.6 Million
109,530 Added 111.43%
207,823 $33.1 Million
Q2 2018

Aug 14, 2018
BUY
$115.3 - $139.8 $1.41 Million - $1.7 Million
12,192 Added 14.16%
98,293 $13.4 Million
Q1 2018

May 15, 2018
BUY
$104.03 - $127.99 $595,987 - $733,254
5,729 Added 7.13%
86,101 $10 Million
Q4 2017

Feb 14, 2018
BUY
$93.94 - $108.8 $632,685 - $732,768
6,735 Added 9.15%
80,372 $8.22 Million
Q3 2017

Nov 14, 2017
BUY
$87.63 - $97.71 $510,532 - $569,258
5,826 Added 8.59%
73,637 $6.88 Million
Q2 2017

Aug 14, 2017
BUY
N/A
67,811
67,811 $5.87 Million

Others Institutions Holding CRM

# of Institutions
3,395
Shares Held
762M
Call Options Held
20M
Put Options Held
16.5M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $232B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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