Lido Advisors, LLC Salesforce, Inc. Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Lido Advisors, LLC holds 108,203 shares of CRM stock, worth $37.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

108,203

Previous 96,766 11.82%

Holding current value

$37.3 Million

Previous $24.9 Million 19.04%

% of portfolio

0.15%

Previous 0.14%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $2.73 Million - $3.16 Million	11,437 Added 11.82%	108,203 $29.6 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $14.5 Million - $20.2 Million	66,348 Added 218.12%	96,766 $24.9 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $409,325 - $516,514	1,630 Added 5.66%	30,418 $9.16 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $1.78 Million - $2.42 Million	-9,066 Reduced 23.95%	28,788 $7.58 Million
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $6.03 Million - $6.98 Million	-29,775 Reduced 44.03%	37,854 $7.68 Million
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $410,457 - $485,404	-2,173 Reduced 3.11%	67,629 $14.3 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $6.11 Million - $9.05 Million	45,307 Added 184.96%	69,802 $13.9 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $7.29 Million - $9.4 Million	-56,866 Reduced 69.89%	24,495 $3.25 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $369,812 - $491,755	2,571 Added 3.26%	81,361 $11.7 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $1.59 Million - $2.23 Million	-10,203 Reduced 11.46%	78,790 $13 Million
Q1 2022 May 17, 2022	BUY	$190.54 - $255.46 $1.56 Million - $2.09 Million	8,169 Added 10.11%	88,993 $18.9 Million
Q4 2021 Feb 15, 2022	BUY	$247.21 - $309.96 $4.35 Million - $5.45 Million	17,577 Added 27.79%	80,824 $20.5 Million
Q3 2021 Feb 15, 2022	BUY	$237.55 - $285.63 $2.86 Million - $3.44 Million	12,040 Added 23.51%	63,247 $17.2 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $109,985 - $132,246	-463 Reduced 0.9%	51,207 $13.9 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $588,038 - $687,804	2,793 Added 5.71%	51,670 $12.6 Million
Q1 2021 May 13, 2021	BUY	$205.33 - $248.59 $382,324 - $462,874	1,862 Added 3.96%	48,877 $10.4 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $1.8 Million - $2.19 Million	8,194 Added 21.11%	47,015 $10.5 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $1.24 Million - $1.89 Million	6,710 Added 20.9%	38,821 $9.76 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $2.16 Million - $3.09 Million	16,129 Added 100.92%	32,111 $6.02 Million
Q1 2020 May 13, 2020	BUY	$124.3 - $193.36 $1.31 Million - $2.03 Million	10,508 Added 191.96%	15,982 $2.3 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $339,172 - $393,147	2,383 Added 77.09%	5,474 $890,000
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $445,147 - $509,664	-3,186 Reduced 50.76%	3,091 $459,000
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $167,445 - $191,517	1,154 Added 22.53%	6,277 $952,000
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $131,834 - $168,786	1,011 Added 24.59%	5,123 $811,000
Q4 2018 Feb 14, 2019	SELL	$120.67 - $159.86 $114,515 - $151,707	-949 Reduced 18.75%	4,112 $563,000
Q3 2018 Nov 14, 2018	BUY	$137.15 - $160.43 $56,642 - $66,257	413 Added 8.89%	5,061 $804,000
Q2 2018 Aug 14, 2018	BUY	$115.3 - $139.8 $102,962 - $124,841	893 Added 23.78%	4,648 $633,000
Q1 2018 May 10, 2018	BUY	$104.03 - $127.99 $390,632 - $480,602	3,755 New	3,755 $436,000
Q3 2016 Sep 21, 2017	SELL	N/A	-4,589 Closed	0 $0
Q2 2016 Sep 18, 2017	BUY	N/A	4,589	4,589 $364,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Lido Advisors, LLC Salesforce, Inc. Transaction History