Lpl Financial LLC Salesforce, Inc. Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 1,067,313 shares of CRM stock, worth $331 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,067,313

Previous 932,159 14.5%

Holding current value

$331 Million

Previous $255 Million 39.86%

% of portfolio

0.15%

Previous 0.12%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,412

Shares Held

754M

Call Options Held

18.6M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $310B
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...

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Lpl Financial LLC Salesforce, Inc. Transaction History