SFA
Sequoia Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.1M | Buy |
257,097
+6,651
| +3% | +$1.81M | 0.48% | 47 |
|
|
2025
Q1 | $67.2M | Sell |
250,446
-9,847
| -4% | -$2.64M | 0.52% | 43 |
|
|
2024
Q4 | $87M | Buy |
260,293
+146,150
| +128% | +$48.9M | 0.84% | 20 |
|
|
2024
Q3 | $31.2M | Sell |
114,143
-2,998
| -3% | -$821K | 0.34% | 72 |
|
|
2024
Q2 | $30.1M | Sell |
117,141
-4,360
| -4% | -$1.12M | 0.36% | 65 |
|
|
2024
Q1 | $36.6M | Sell |
121,501
-4,065
| -3% | -$1.22M | 0.46% | 51 |
|
|
2023
Q4 | $33M | Buy |
125,566
+23,732
| +23% | +$6.24M | 0.41% | 55 |
|
|
2023
Q3 | $20.6M | Buy |
101,834
+9,714
| +11% | +$1.97M | 0.36% | 58 |
|
|
2023
Q2 | $19.5M | Buy |
92,120
+15,321
| +20% | +$3.24M | 0.33% | 57 |
|
|
2023
Q1 | $15.3M | Buy |
76,799
+7,008
| +10% | +$1.4M | 0.34% | 55 |
|
|
2022
Q4 | $9.25M | Buy |
69,791
+4,736
| +7% | +$628K | 0.23% | 93 |
|
|
2022
Q3 | $9.36M | Sell |
65,055
-1,136
| -2% | -$163K | 0.3% | 65 |
|
|
2022
Q2 | $10.9M | Buy |
66,191
+2,431
| +4% | +$401K | 0.31% | 59 |
|
|
2022
Q1 | $13.5M | Buy |
63,760
+15,467
| +32% | +$3.28M | 0.34% | 53 |
|
|
2021
Q4 | $12.3M | Buy |
48,293
+33,150
| +219% | +$8.42M | 0.33% | 59 |
|
|
2021
Q3 | $4.11M | Sell |
15,143
-25,633
| -63% | -$6.95M | 0.42% | 39 |
|
|
2021
Q2 | $9.96M | Buy |
40,776
+4,053
| +11% | +$990K | 0.36% | 48 |
|
|
2021
Q1 | $7.78M | Buy |
36,723
+1,058
| +3% | +$224K | 0.33% | 48 |
|
|
2020
Q4 | $7.94M | Buy |
35,665
+2,558
| +8% | +$569K | 0.36% | 45 |
|
|
2020
Q3 | $8.32M | Sell |
33,107
-11,237
| -25% | -$2.82M | 0.44% | 34 |
|
|
2020
Q2 | $8.31M | Buy |
44,344
+4,276
| +11% | +$801K | 0.49% | 31 |
|
|
2020
Q1 | $5.77M | Sell |
40,068
-352
| -0.9% | -$50.7K | 0.43% | 34 |
|
|
2019
Q4 | $6.57M | Buy |
40,420
+1,835
| +5% | +$298K | 0.42% | 32 |
|
|
2019
Q3 | $5.73M | Sell |
38,585
-1,495
| -4% | -$222K | 0.41% | 33 |
|
|
2019
Q2 | $6.08M | Buy |
40,080
+88
| +0.2% | +$13.4K | 0.45% | 29 |
|
|
2019
Q1 | $6.33M | Buy |
39,992
+90
| +0.2% | +$14.3K | 0.52% | 26 |
|
|
2018
Q4 | $5.47M | Buy |
39,902
+1,474
| +4% | +$202K | 0.63% | 29 |
|
|
2018
Q3 | $6.11M | Buy |
38,428
+265
| +0.7% | +$42.1K | 0.61% | 27 |
|
|
2018
Q2 | $5.21M | Buy |
38,163
+1,440
| +4% | +$196K | 0.55% | 32 |
|
|
2018
Q1 | $4.27M | Buy |
+36,723
| New | +$4.27M | 0.45% | 43 |
|