Sequoia Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.1M | Buy |
|
|||||
|
2025
Q1 | $67.2M | Sell |
|
|||||
|
2024
Q4 | $87M | Buy |
|
|||||
|
2024
Q3 | $31.2M | Sell |
|
|||||
|
2024
Q2 | $30.1M | Sell |
|
|||||
|
2024
Q1 | $36.6M | Sell |
|
|||||
|
2023
Q4 | $33M | Buy |
|
|||||
|
2023
Q3 | $20.6M | Buy |
|
|||||
|
2023
Q2 | $19.5M | Buy |
|
|||||
|
2023
Q1 | $15.3M | Buy |
|
|||||
|
2022
Q4 | $9.25M | Buy |
|
|||||
|
2022
Q3 | $9.36M | Sell |
|
|||||
|
2022
Q2 | $10.9M | Buy |
|
|||||
|
2022
Q1 | $13.5M | Buy |
|
|||||
|
2021
Q4 | $12.3M | Buy |
|
|||||
|
2021
Q3 | $4.11M | Sell |
|
|||||
|
2021
Q2 | $9.96M | Buy |
|
|||||
|
2021
Q1 | $7.78M | Buy |
|
|||||
|
2020
Q4 | $7.94M | Buy |
|
|||||
|
2020
Q3 | $8.32M | Sell |
|
|||||
|
2020
Q2 | $8.31M | Buy |
|
|||||
|
2020
Q1 | $5.77M | Sell |
|
|||||
|
2019
Q4 | $6.57M | Buy |
|
|||||
|
2019
Q3 | $5.73M | Sell |
|
|||||
|
2019
Q2 | $6.08M | Buy |
|
|||||
|
2019
Q1 | $6.33M | Buy |
|
|||||
|
2018
Q4 | $5.46M | Buy |
|
|||||
|
2018
Q3 | $6.11M | Buy |
|
|||||
|
2018
Q2 | $5.21M | Buy |
|
|||||
|
2018
Q1 | $4.27M | Buy |
|