Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$44,356,868
-$4,101,542 QoQ
Shares Held
283,141
+9.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#201
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$172,326
CallShares
1,100
PutValue
$469,980
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. CRM ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,980 | 3,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $172,326 | 1,100 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $44,356,868 | 283,141 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $48,458,410 | 259,594 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $93,335 | 500 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $466,675 | 2,500 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $48,942,916 | 184,753 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $1,615,951 | 6,100 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $185,437 | 700 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $1,445,700 | 6,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $42,678,723 | 180,079 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $165,900 | 700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $34,763,064 | 127,482 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $54,538 | 200 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $1,390,719 | 5,100 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $670,900 | 2,500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $53,672 | 200 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $32,047,550 | 119,420 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,415,557 | 108,921 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $66,866 | 200 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $835,825 | 2,500 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $54,742 | 200 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $1,149,582 | 4,200 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $29,616,241 | 108,203 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,878,538 | 96,766 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $591,330 | 2,300 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $359,940 | 1,400 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $9,161,291 | 30,418 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $602,360 | 2,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $7,575,273 | 28,788 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $131,570 | 500 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $101,390 | 500 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $7,676,033 | 37,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,287,302 | 67,629 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $105,630 | 500 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $99,890 | 500 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $13,945,043 | 69,802 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $66,295 | 500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $66,295 | 500 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $3,247,792 | 24,495 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,702,965 | 81,361 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,003,501 | 78,790 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,894,993 | 88,993 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $20,539,803 | 80,824 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $17,153,851 | 63,247 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $366,405 | 1,500 | Call | Sole | 2021-08-12 | |
| 2021-06-30 | $12,621,430 | 51,670 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,355,569 | 48,877 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $200,277 | 900 | Call | Sole | 2021-11-12 | |
| 2020-12-31 | $10,462,247 | 47,015 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||