LPL Financial LLC

Position in CRM — Salesforce, Inc.

CIK 1403438 FORT MILL, SC

Back to CRM Full portfolio

Position in CRM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$248,215,659

-$91,600,292 QoQ

Shares Held

1,329,703

+3.7% QoQ

Ownership

0.162%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11.281090589402295.ToString("F0")% Shared 0.ToString("F0")% None 88.7189094105977.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Mar 31, 2026

CallValue

$1,120,020

CallShares

6,000

PutValue

$1,605,362

PutShares

8,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

LPL Financial LLC holds $1,911,770,523 across 106 Software - Application names. CRM ranks #1 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	1,329,703	$248,215,659
2	NOW	ServiceNow, Inc.	2,043,851	$213,684,622
3	UBER	Uber Technologies, Inc	2,790,297	$200,706,063
4	SHOP	Shopify Inc.	1,465,785	$173,871,416
5	PAYX	Paychex Inc	1,451,615	$133,722,773
6	ADP	Automatic Data Processing Inc	655,251	$133,133,898
7	ADBE	Adobe Inc.	431,085	$104,788,141
8	INTU	Intuit Inc.	242,272	$104,753,567

All Filings in CRM

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$248,215,659	1,329,703	+15361.7%	Shares	Sole	2026-05-06
2026-03-31	$1,605,362	8,600	+43.3%	Put	Sole	2026-05-06
2026-03-31	$1,120,020	6,000	-99.5%	Call	Sole	2026-05-06
2025-12-31	$339,815,951	1,282,760	+18764.1%	Shares	Sole	2026-02-11
2025-12-31	$1,801,388	6,800	-37.6%	Call	Sole	2026-02-11
2025-12-31	$2,887,519	10,900	-99.2%	Put	Sole	2026-02-11
2025-09-30	$327,686,154	1,382,642	+20536.4%	Shares	Sole	2025-11-12
2025-09-30	$1,587,900	6,700	-28.0%	Call	Sole	2025-11-12
2025-09-30	$2,204,100	9,300	+132.5%	Put	Sole	2025-11-12
2025-06-30	$1,090,760	4,000	+42.9%	Put	Sole	2025-08-12
2025-06-30	$763,532	2,800	-99.8%	Call	Sole	2025-08-12
2025-06-30	$368,980,929	1,353,115	+67555.8%	Shares	Sole	2025-08-12
2025-03-31	$536,720	2,000	-44.4%	Call	Sole	2025-05-07
2025-03-31	$966,096	3,600	-99.7%	Put	Sole	2025-05-07
2025-03-31	$344,116,149	1,282,293	+39971.7%	Shares	Sole	2025-05-07
2024-12-31	$1,069,856	3,200	-99.7%	Put	Sole	2025-02-11
2024-12-31	$356,834,755	1,067,313	+42592.5%	Shares	Sole	2025-02-11
2024-09-30	$684,275	2,500	-99.7%	Put	Sole	2024-11-08
2024-09-30	$255,141,239	932,159	+2.5%	Shares	Sole	2024-11-08
2024-06-30	$233,914,979	909,821	+4.8%	Shares	Sole	2024-08-07
2024-03-31	$261,481,765	868,191	+7.8%	Shares	Sole	2024-05-10
2023-12-31	$211,946,902	805,453	+40172.7%	Shares	Sole	2024-02-14
2023-12-31	$526,280	2,000	-99.7%	Put	Sole	2024-02-14
2023-09-30	$153,268,424	755,836	+20895.4%	Shares	Sole	2023-11-13
2023-06-30	$760,536	3,600	-99.5%	Put	Sole	2023-07-31
2023-06-30	$146,251,072	692,280	+5.1%	Shares	Sole	2023-07-31
2023-03-31	$131,607,072	658,760	+5.6%	Shares	Sole	2023-05-10
2022-12-31	$82,749,949	624,104	-6.8%	Shares	Sole	2023-02-07
2022-09-30	$96,284,482	669,386	-3.1%	Shares	Sole	2022-11-14
2022-06-30	$113,996,758	690,722	-1.1%	Shares	Sole	2022-08-12
2022-03-31	$148,236,940	698,177	-0.5%	Shares	Sole	2022-05-16
2021-12-31	$178,393,415	701,977	+6.7%	Shares	Sole	2022-02-14
2021-09-30	$178,403,905	657,783	+14.6%	Shares	Sole	2021-11-15
2021-06-30	$140,262,276	574,210	-2.2%	Shares	Sole	2021-08-13
2021-03-31	$124,348,409	586,909	+3.4%	Shares	Sole	2021-05-14
2020-12-31	$126,317,374	567,642	+28.5%	Shares	Sole	2021-02-12
2020-09-30	$111,038,202	441,820	+9.2%	Shares	Sole	2020-11-09
2020-06-30	$75,762,995	404,436	+13.2%	Shares	Sole	2020-08-13
2020-03-31	$51,432,391	357,219	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.