Lido Advisors
CRM icon

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
Q2 		$172K Buy
1,100
+600
+120% +$106K ﹤0.01% 1982
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lido Advisors's CRM Position: Q2 2026 in Review

Lido Advisors increased its Salesforce (CRM) stake by 9.1% in Q2 2026, buying an estimated $4.14M and bringing the position to 283,141 shares worth $44.5M. The position accounts for 0.12% of the portfolio, ranked #112.

Lido Advisors first reported a position in CRM in Q2 2016 and has held it in 35 quarters since. The position peaked at $48.5M in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lido Advisors held 283,141 shares of Salesforce worth $44.5M as of Q2 2026.
  • Lido Advisors bought 23,547 Salesforce shares in Q2 2026, an estimated $4.14M.
  • Salesforce made up 0.12% of Lido Advisors's portfolio in Q2 2026, its #112 holding.
  • Lido Advisors first reported a position in Salesforce in Q2 2016 and has held it in 35 quarters since.
  • Lido Advisors's Salesforce position peaked at $48.5M in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.