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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.9M | Sell |
191,112
-167,288
| -47% | -$29.4M | 0.15% | 104 |
|
|
2026
Q1 | $66.9M | Buy |
358,400
+28,669
| +9% | +$5.94M | 0.37% | 53 |
|
|
2025
Q4 | $87.3M | Buy |
329,731
+68,874
| +26% | +$17.1M | 0.49% | 44 |
|
|
2025
Q3 | $61.8M | Buy |
260,857
+3,760
| +1% | +$948K | 0.38% | 53 |
|
|
2025
Q2 | $70.1M | Buy |
257,097
+6,651
| +3% | +$1.78M | 0.48% | 47 |
|
|
2025
Q1 | $67.2M | Sell |
250,446
-9,847
| -4% | -$3.06M | 0.52% | 43 |
|
|
2024
Q4 | $87M | Buy |
260,293
+146,150
| +128% | +$46.6M | 0.84% | 20 |
|
|
2024
Q3 | $31.2M | Sell |
114,143
-2,998
| -3% | -$768K | 0.34% | 72 |
|
|
2024
Q2 | $30.1M | Sell |
117,141
-4,360
| -4% | -$1.17M | 0.36% | 65 |
|
|
2024
Q1 | $36.6M | Sell |
121,501
-4,065
| -3% | -$1.17M | 0.46% | 51 |
|
|
2023
Q4 | $33M | Buy |
125,566
+23,732
| +23% | +$5.37M | 0.41% | 55 |
|
|
2023
Q3 | $20.6M | Buy |
101,834
+9,714
| +11% | +$2.1M | 0.36% | 58 |
|
|
2023
Q2 | $19.5M | Buy |
92,120
+15,321
| +20% | +$3.13M | 0.33% | 57 |
|
|
2023
Q1 | $15.3M | Buy |
76,799
+7,008
| +10% | +$1.18M | 0.34% | 55 |
|
|
2022
Q4 | $9.25M | Buy |
69,791
+4,736
| +7% | +$691K | 0.23% | 93 |
|
|
2022
Q3 | $9.36M | Sell |
65,055
-1,136
| -2% | -$193K | 0.3% | 65 |
|
|
2022
Q2 | $10.9M | Buy |
66,191
+2,431
| +4% | +$430K | 0.31% | 59 |
|
|
2022
Q1 | $13.5M | Buy |
63,760
+15,467
| +32% | +$3.33M | 0.34% | 53 |
|
|
2021
Q4 | $12.3M | Buy |
48,293
+33,150
| +219% | +$9.31M | 0.33% | 59 |
|
|
2021
Q3 | $4.11M | Sell |
15,143
-25,633
| -63% | -$6.51M | 0.42% | 39 |
|
|
2021
Q2 | $9.96M | Buy |
40,776
+4,053
| +11% | +$934K | 0.36% | 48 |
|
|
2021
Q1 | $7.78M | Buy |
36,723
+1,058
| +3% | +$236K | 0.33% | 48 |
|
|
2020
Q4 | $7.94M | Buy |
35,665
+2,558
| +8% | +$622K | 0.36% | 45 |
|
|
2020
Q3 | $8.32M | Sell |
33,107
-11,237
| -25% | -$2.46M | 0.44% | 34 |
|
|
2020
Q2 | $8.31M | Buy |
44,344
+4,276
| +11% | +$720K | 0.49% | 31 |
|
|
2020
Q1 | $5.77M | Sell |
40,068
-352
| -0.9% | -$60.4K | 0.43% | 34 |
|
|
2019
Q4 | $6.57M | Buy |
40,420
+1,835
| +5% | +$288K | 0.42% | 32 |
|
|
2019
Q3 | $5.73M | Sell |
38,585
-1,495
| -4% | -$227K | 0.41% | 33 |
|
|
2019
Q2 | $6.08M | Buy |
40,080
+88
| +0.2% | +$13.8K | 0.45% | 29 |
|
|
2019
Q1 | $6.33M | Buy |
39,992
+90
| +0.2% | +$13.9K | 0.52% | 26 |
|
|
2018
Q4 | $5.46M | Buy |
39,902
+1,474
| +4% | +$203K | 0.63% | 29 |
|
|
2018
Q3 | $6.11M | Buy |
38,428
+265
| +0.7% | +$39.3K | 0.61% | 27 |
|
|
2018
Q2 | $5.21M | Buy |
38,163
+1,440
| +4% | +$184K | 0.55% | 32 |
|
|
2018
Q1 | $4.27M | Buy |
+36,723
| New | +$4.22M | 0.45% | 43 |
|
Other funds holding CRM
Sequoia Financial Advisors's CRM Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Salesforce (CRM) stake by 47% in Q2 2026, selling an estimated $29.4M and leaving 191,112 shares worth $29.9M. The position accounts for 0.15% of the portfolio, ranked #104.
Sequoia Financial Advisors first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $87.3M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Sequoia Financial Advisors held 191,112 shares of Salesforce worth $29.9M as of Q2 2026.
- Sequoia Financial Advisors sold 167,288 Salesforce shares in Q2 2026, an estimated $29.4M.
- Salesforce made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #104 holding.
- Sequoia Financial Advisors first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
- Sequoia Financial Advisors's Salesforce position peaked at $87.3M in Q4 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.