Lido Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8M | Buy |
127,482
+8,062
| +7% | +$2.2M | 0.14% | 88 |
|
|
2025
Q1 | $32M | Buy |
119,420
+10,499
| +10% | +$2.82M | 0.14% | 80 |
|
|
2024
Q4 | $36.5M | Buy |
108,921
+718
| +0.7% | +$240K | 0.17% | 72 |
|
|
2024
Q3 | $29.6M | Buy |
108,203
+11,437
| +12% | +$3.13M | 0.15% | 65 |
|
|
2024
Q2 | $24.9M | Buy |
96,766
+66,348
| +218% | +$17.1M | 0.14% | 73 |
|
|
2024
Q1 | $9.17M | Buy |
30,418
+1,630
| +6% | +$492K | 0.05% | 176 |
|
|
2023
Q4 | $7.58M | Sell |
28,788
-9,066
| -24% | -$2.39M | 0.05% | 192 |
|
|
2023
Q3 | $7.68M | Sell |
37,854
-29,775
| -44% | -$6.04M | 0.06% | 160 |
|
|
2023
Q2 | $14.3M | Sell |
67,629
-2,173
| -3% | -$459K | 0.1% | 103 |
|
|
2023
Q1 | $13.9M | Buy |
69,802
+45,307
| +185% | +$9.05M | 0.14% | 86 |
|
|
2022
Q4 | $3.25M | Sell |
24,495
-56,866
| -70% | -$7.54M | 0.04% | 206 |
|
|
2022
Q3 | $11.7M | Buy |
81,361
+2,571
| +3% | +$370K | 0.15% | 66 |
|
|
2022
Q2 | $13M | Sell |
78,790
-10,203
| -11% | -$1.68M | 0.17% | 56 |
|
|
2022
Q1 | $18.9M | Buy |
88,993
+8,169
| +10% | +$1.73M | 0.21% | 45 |
|
|
2021
Q4 | $20.5M | Buy |
80,824
+17,577
| +28% | +$4.47M | 0.22% | 42 |
|
|
2021
Q3 | $17.2M | Buy |
63,247
+11,577
| +22% | +$3.14M | 0.24% | 41 |
|
|
2021
Q2 | $12.6M | Buy |
51,670
+2,793
| +6% | +$682K | 0.18% | 63 |
|
|
2021
Q1 | $10.4M | Buy |
48,877
+1,862
| +4% | +$395K | 0.18% | 68 |
|
|
2020
Q4 | $10.5M | Buy |
47,015
+8,194
| +21% | +$1.82M | 0.22% | 53 |
|
|
2020
Q3 | $9.76M | Buy |
38,821
+6,710
| +21% | +$1.69M | 0.25% | 41 |
|
|
2020
Q2 | $6.02M | Buy |
32,111
+16,129
| +101% | +$3.02M | 0.18% | 66 |
|
|
2020
Q1 | $2.3M | Buy |
15,982
+10,508
| +192% | +$1.51M | 0.1% | 113 |
|
|
2019
Q4 | $890K | Buy |
5,474
+2,383
| +77% | +$387K | 0.04% | 252 |
|
|
2019
Q3 | $459K | Sell |
3,091
-3,186
| -51% | -$473K | 0.02% | 310 |
|
|
2019
Q2 | $952K | Buy |
6,277
+1,154
| +23% | +$175K | 0.05% | 177 |
|
|
2019
Q1 | $811K | Buy |
5,123
+1,011
| +25% | +$160K | 0.05% | 193 |
|
|
2018
Q4 | $563K | Sell |
4,112
-949
| -19% | -$130K | 0.06% | 189 |
|
|
2018
Q3 | $804K | Buy |
5,061
+413
| +9% | +$65.6K | 0.08% | 148 |
|
|
2018
Q2 | $633K | Buy |
4,648
+893
| +24% | +$122K | 0.07% | 155 |
|
|
2018
Q1 | $436K | Buy |
+3,755
| New | +$436K | 0.06% | 198 |
|
|
2016
Q3 | – | Sell |
-4,589
| Closed | -$364K | – | 162 |
|
|
2016
Q2 | $364K | Buy |
+4,589
| New | +$364K | 0.11% | 90 |
|