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	$470K	Buy	3,000 +500	+20%	+$87.9K	﹤0.01%	1510
2026 Q1	$467K	Sell	2,500 -3,600	-59%	-$746K	﹤0.01%	1340
2025 Q4	$1.62M	Hold	6,100	–	–	﹤0.01%	795
2025 Q3	$1.45M	Buy	6,100 +1,000	+20%	+$252K	﹤0.01%	789
2025 Q2	$1.39M	Buy	5,100 +2,600	+104%	+$695K	0.01%	715
2025 Q1	$671K	Hold	2,500	–	–	﹤0.01%	918
2024 Q4	$836K	Sell	2,500 -1,700	-40%	-$543K	﹤0.01%	831
2024 Q3	$1.15M	Buy	4,200 +1,900	+83%	+$487K	0.01%	658
2024 Q2	$591K	Buy	2,300 +300	+15%	+$80.3K	﹤0.01%	875
2024 Q1	$602K	Buy	2,000 +1,500	+300%	+$433K	﹤0.01%	846
2023 Q4	$132K	Hold	500	–	–	﹤0.01%	1274
2023 Q3	$101K	Hold	500	–	–	﹤0.01%	1146
2023 Q2	$106K	Hold	500	–	–	﹤0.01%	1158
2023 Q1	$99.9K	Hold	500	–	–	﹤0.01%	1082
2022 Q4	$66.3K	Buy	+500	New	+$73K	﹤0.01%	981

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.