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Sequoia Financial Advisors’s Salesforce CRM Stock Holding History

Sequoia Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
+1,000
New +$176K ﹤0.01% 2027

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 672 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.
  • 672 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.