Lido Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.5M | Buy |
259,594
+74,841
| +41% | +$15.5M | 0.15% | 94 |
|
|
2025
Q4 | $45.3M | Buy |
184,753
+4,674
| +3% | +$1.16M | 0.14% | 99 |
|
|
2025
Q3 | $42.7M | Buy |
180,079
+52,597
| +41% | +$13.3M | 0.13% | 98 |
|
|
2025
Q2 | $34.8M | Buy |
127,482
+8,062
| +7% | +$2.16M | 0.14% | 97 |
|
|
2025
Q1 | $32M | Buy |
119,420
+10,499
| +10% | +$3.27M | 0.14% | 87 |
|
|
2024
Q4 | $36.5M | Buy |
108,921
+718
| +0.7% | +$229K | 0.17% | 79 |
|
|
2024
Q3 | $29.6M | Buy |
108,203
+11,437
| +12% | +$2.93M | 0.15% | 72 |
|
|
2024
Q2 | $24.9M | Buy |
96,766
+66,348
| +218% | +$17.8M | 0.14% | 79 |
|
|
2024
Q1 | $9.17M | Buy |
30,418
+1,630
| +6% | +$470K | 0.05% | 186 |
|
|
2023
Q4 | $7.58M | Sell |
28,788
-9,066
| -24% | -$2.05M | 0.05% | 203 |
|
|
2023
Q3 | $7.68M | Sell |
37,854
-29,775
| -44% | -$6.43M | 0.06% | 170 |
|
|
2023
Q2 | $14.3M | Sell |
67,629
-2,173
| -3% | -$444K | 0.1% | 109 |
|
|
2023
Q1 | $13.9M | Buy |
69,802
+45,307
| +185% | +$7.65M | 0.14% | 90 |
|
|
2022
Q4 | $3.25M | Sell |
24,495
-56,866
| -70% | -$8.3M | 0.04% | 219 |
|
|
2022
Q3 | $11.7M | Buy |
81,361
+2,571
| +3% | +$436K | 0.15% | 72 |
|
|
2022
Q2 | $13M | Sell |
78,790
-10,203
| -11% | -$1.8M | 0.17% | 63 |
|
|
2022
Q1 | $18.9M | Buy |
88,993
+8,169
| +10% | +$1.76M | 0.21% | 50 |
|
|
2021
Q4 | $20.5M | Buy |
80,824
+17,577
| +28% | +$4.94M | 0.22% | 46 |
|
|
2021
Q3 | $17.2M | Buy |
63,247
+11,577
| +22% | +$2.94M | 0.24% | 47 |
|
|
2021
Q2 | $12.6M | Buy |
51,670
+2,793
| +6% | +$644K | 0.18% | 70 |
|
|
2021
Q1 | $10.4M | Buy |
48,877
+1,862
| +4% | +$415K | 0.18% | 77 |
|
|
2020
Q4 | $10.5M | Buy |
47,015
+8,194
| +21% | +$1.99M | 0.22% | 58 |
|
|
2020
Q3 | $9.76M | Buy |
38,821
+6,710
| +21% | +$1.47M | 0.25% | 45 |
|
|
2020
Q2 | $6.01M | Buy |
32,111
+16,129
| +101% | +$2.72M | 0.18% | 73 |
|
|
2020
Q1 | $2.3M | Buy |
15,982
+10,508
| +192% | +$1.8M | 0.1% | 127 |
|
|
2019
Q4 | $890K | Buy |
5,474
+2,383
| +77% | +$374K | 0.04% | 283 |
|
|
2019
Q3 | $459K | Sell |
3,091
-3,186
| -51% | -$484K | 0.02% | 353 |
|
|
2019
Q2 | $952K | Buy |
6,277
+1,154
| +23% | +$181K | 0.05% | 197 |
|
|
2019
Q1 | $811K | Buy |
5,123
+1,011
| +25% | +$157K | 0.05% | 216 |
|
|
2018
Q4 | $563K | Sell |
4,112
-949
| -19% | -$131K | 0.06% | 205 |
|
|
2018
Q3 | $804K | Buy |
5,061
+413
| +9% | +$61.3K | 0.08% | 159 |
|
|
2018
Q2 | $633K | Buy |
4,648
+893
| +24% | +$114K | 0.07% | 165 |
|
|
2018
Q1 | $436K | Buy |
+3,755
| New | +$431K | 0.06% | 210 |
|
|
2016
Q3 | – | Sell |
-4,589
| Closed | -$364K | – | 162 |
|
|
2016
Q2 | $364K | Buy |
+4,589
| New | +$360K | 0.11% | 90 |
|
Other funds holding CRM
VCM
VPM
Lido Advisors's CRM Position: Q1 2026 in Review
Lido Advisors increased its Salesforce (CRM) stake by 41% in Q1 2026, buying an estimated $15.5M and bringing the position to 259,594 shares worth $48.5M. The position accounts for 0.15% of the portfolio, ranked #94.
Lido Advisors first reported a position in CRM in Q2 2016 and has held it in 34 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Lido Advisors held 259,594 shares of Salesforce worth $48.5M as of Q1 2026.
- Lido Advisors bought 74,841 Salesforce shares in Q1 2026, an estimated $15.5M.
- Salesforce made up 0.15% of Lido Advisors's portfolio in Q1 2026, its #94 holding.
- Lido Advisors first reported a position in Salesforce in Q2 2016 and has held it in 34 quarters since.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.