Lido Advisors, LLC

SEC CIK: 0001650150
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Lido Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 283,141
Value: $44.5M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Lido Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	283,141	$44.5M	0.2%	+23,547+9.1%	Added	Holders
Q1 2026	259,594	$48.5M	0.2%	+74,841+40.5%	Added	Holders
Q4 2025	184,753	$45.3M	0.2%	+4,674+2.6%	Added	Holders
Q3 2025	180,079	$42.7M	0.2%	+52,597+41.3%	Added	Holders
Q2 2025	127,482	$34.8M	0.2%	+8,062+6.8%	Added	Holders
Q1 2025	119,420	$32.0M	0.2%	+10,499+9.6%	Added	Holders
Q4 2024	108,921	$36.5M	0.2%	+718+0.7%	Added	Holders
Q3 2024	108,203	$29.6M	0.2%	+11,437+11.8%	Added	Holders
Q2 2024	96,766	$24.9M	0.2%	+66,348+218.1%	Added	Holders
Q1 2024	30,418	$9.17M	0.1%	+1,630+5.7%	Added	Holders
Q4 2023	28,788	$7.58M	0.1%	−9,066−23.9%	Reduced	Holders
Q3 2023	37,854	$7.68M	0.1%	−29,775−44.0%	Reduced	Holders
Q2 2023	67,629	$14.3M	0.2%	−2,173−3.1%	Reduced	Holders
Q1 2023	69,802	$13.9M	0.2%	+45,307+185.0%	Added	Holders
Q4 2022	24,495	$3.25M	0.1%	−56,866−69.9%	Reduced	Holders
Q3 2022	81,361	$11.7M	0.2%	+2,571+3.3%	Added	Holders
Q2 2022	78,790	$13.0M	0.3%	−10,203−11.5%	Reduced	Holders
Q1 2022	88,993	$18.9M	0.4%	+8,169+10.1%	Added	Holders
Q4 2021	80,824	$20.5M	0.4%	+17,577+27.8%	Added	Holders
Q3 2021	63,247	$17.2M	0.4%	+11,577+22.4%	Added	Holders
Q2 2021	51,670	$12.6M	0.3%	+2,793+5.7%	Added	Holders
Q1 2021	48,877	$10.4M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.