Lido Advisors’s Salesforce CRM Stock Holding History

Lido Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.3K	Sell	500 -200	-29%	-$41.4K	﹤0.01%	1867
2025 Q4	$185K	Hold	700	–	–	﹤0.01%	1783
2025 Q3	$166K	Buy	700 +500	+250%	+$126K	﹤0.01%	1706
2025 Q2	$54.5K	Hold	200	–	–	﹤0.01%	1616
2025 Q1	$53.7K	Hold	200	–	–	﹤0.01%	1472
2024 Q4	$66.9K	Hold	200	–	–	﹤0.01%	1460
2024 Q3	$54.7K	Sell	200 -1,200	-86%	-$307K	﹤0.01%	1426
2024 Q2	$360K	Buy	+1,400	New	+$375K	﹤0.01%	1035
2023 Q1	–	Sell	-500	Closed	-$66.3K	–	1163
2022 Q4	$66.3K	Buy	+500	New	+$73K	﹤0.01%	980
2021 Q3	–	Sell	-1,500	Closed	-$366K	–	974
2021 Q2	$366K	Buy	+1,500	New	+$346K	0.01%	643
2021 Q1	–	Sell	-900	Closed	-$200K	–	850
2020 Q4	$200K	Buy	+900	New	+$219K	﹤0.01%	777

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.