LPL Financial LLC's ownership history for CRM

LPL Financial LLC currently holds 1.3M shares with a market value of $339.8M. It started holding CRM on 2024-09-30. At its peak, it held 1.4M shares on 2025-09-30. Its highest holding value was $369.0M on 2025-06-30. At its lowest, it held 932.2K shares on 2024-09-30, with a value of $255.1M on 2024-09-30. In the recent 180 days, LPL Financial LLC has decreased its shares by 70.4K. In the recent year, LPL Financial LLC has increased its shares by 215.4K.

It has also owned 68 contracts of calls, with the market value of the underlying securities totaling $1.8M on 2025-03-31. At its peak, it held 68 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $1.8M on 2025-12-31. At its lowest, it held 20 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $536.7K on 2025-03-31. In the recent 180 days, LPL Financial LLC has increased its holdings by 40 contracts.

It has also owned 109 contracts of puts, with the market value of the underlying securities totaling $2.9M on 2024-09-30. At its peak, it held 109 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $2.9M on 2025-12-31. At its lowest, it held 25 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $684.3K on 2024-09-30. In the recent 180 days, LPL Financial LLC has increased its holdings by 69 contracts. In the recent year, LPL Financial LLC has increased its holdings by 1.3M contracts.