Lido Advisors, LLC's ownership history for CRM

Lido Advisors, LLC currently holds 259.6K shares with a market value of $48.5M. It started holding CRM on 2024-09-30. At its peak, it held 259.6K shares on 2026-03-31. Its highest holding value was $48.5M on 2026-03-31. At its lowest, it held 108.2K shares on 2024-09-30, with a value of $29.6M on 2024-09-30. In the recent 180 days, Lido Advisors, LLC has increased its shares by 79.5K. In the recent year, Lido Advisors, LLC has increased its shares by 140.2K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $93.3K on 2024-09-30. At its peak, it held 7 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $185.4K on 2025-12-31. At its lowest, it held 2 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $53.7K on 2025-03-31. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 2 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 3 contracts.

It has also owned 25 contracts of puts, with the market value of the underlying securities totaling $466.7K on 2024-09-30. At its peak, it held 61 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $1.6M on 2025-12-31. At its lowest, it held 25 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $466.7K on 2026-03-31. In the recent 180 days, Lido Advisors, LLC has decreased its holdings by 36 contracts. In the recent year, Lido Advisors, LLC has increased its holdings by 259.6K contracts.