Question 1

How many shares of CRM does SEI INVESTMENTS CO own?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO holds 933,983 shares of CRM (SALESFORCE INC).

Question 2

What is SEI INVESTMENTS CO's CRM position worth?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO's CRM position is worth $174.3M.

Question 3

Is SEI INVESTMENTS CO buying or selling CRM?

Accepted Answer

In 2026-Q1, SEI INVESTMENTS CO increased their CRM position (+29.0% change in shares).

Question 4

When did SEI INVESTMENTS CO first buy CRM?

Accepted Answer

Based on available 13F filings, SEI INVESTMENTS CO first reported a position in CRM in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	933,983	+29.0%	$174.3M	0.2%	$196.05	46
2025-Q4	Increased	723,895	+44.0%	$191.7M	0.2%	$265.92	49
2025-Q3	Decreased	502,579	-14.6%	$119.1M	0.1%	$244.71	0
2025-Q2	Decreased	588,603	-17.4%	$160.5M	0.2%	$272.50	0
2025-Q1	Increased	712,860	+68.3%	$191.3M	0.2%	$268.22	54
2024-Q4	Decreased	423,440	-7.4%	$141.6M	0.2%	$333.56	0
2024-Q3	Decreased	457,456	-36.2%	$125.2M	0.2%	$274.53	0
2024-Q2	Decreased	717,515	-36.7%	$184.5M	0.3%	$254.35	0

CRMShowing 8 of 30 quarters

CRM
Showing 8 of 30 quarters