Question 1

Does Sequoia Financial Advisors own CRM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Sequoia Financial Advisors holds 191,112 shares of CRM (Salesforce), worth $29.9M.

Question 2

How many shares of CRM does Sequoia Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, Sequoia Financial Advisors holds 191,112 shares of CRM (Salesforce).

Question 3

What is Sequoia Financial Advisors' CRM position worth?

Accepted Answer

As of its Q2 2026 13F, Sequoia Financial Advisors' CRM position is worth $29.9M.

Question 4

Is Sequoia Financial Advisors buying or selling CRM?

Accepted Answer

In Q2 2026, Sequoia Financial Advisors reduced its CRM position by 167,288 shares (-46.7%).

Question 5

When did Sequoia Financial Advisors first buy CRM?

Accepted Answer

Sequoia Financial Advisors already held CRM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	191,112	-46.7%	$29.9M	0.1%	$156.66	0
2026-Q1	Increased	358,400	+8.7%	$66.9M	0.4%	$185.72	38
2025-Q4	Increased	329,731	+26.4%	$87.3M	0.5%	$263.57	44
2025-Q3	Increased	260,857	+1.5%	$61.8M	0.4%	$235.42	36
2025-Q2	Increased	257,097	+2.7%	$70.1M	0.5%	$270.40	36
2025-Q1	Decreased	250,446	-3.8%	$67.2M	0.5%	$265.27	0
2024-Q4	Increased	260,293	+128.0%	$87M	0.8%	$330.48	68
2024-Q3	Decreased	114,143	-2.6%	$31.2M	0.3%	$270.25	0
2024-Q2	Decreased	117,141	-3.6%	$30.1M	0.4%	$253.06	0
2024-Q1	Decreased	121,501	-3.2%	$36.6M	0.5%	$296.44	0
2023-Q4	Increased	125,566	+23.3%	$33M	0.4%	$258.66	42
2023-Q3	Increased	101,834	+10.5%	$20.6M	0.4%	$199.33	38
2023-Q2	Increased	92,120	+19.9%	$19.5M	0.3%	$207.67	40
2023-Q1	Increased	76,799	+10.0%	$15.3M	0.3%	$196.38	37
2022-Q4	Increased	69,791	+7.3%	$9.3M	0.2%	$130.34	35
2022-Q3	Decreased	65,055	-1.7%	$9.4M	0.3%	$141.39	0
2022-Q2	Increased	66,191	+3.8%	$10.9M	0.3%	$162.23	35
2022-Q1	Increased	63,760	+32.0%	$13.5M	0.3%	$208.71	43
2021-Q4	Increased	48,293	+218.9%	$12.3M	0.3%	$249.81	54
2021-Q3	Decreased	15,143	-62.9%	$4.1M	0.4%	$266.61	0
2021-Q2	Increased	40,776	+11.0%	$10M	0.4%	$240.12	37
2021-Q1	Increased	36,723	+3.0%	$7.8M	0.3%	$208.27	34
2020-Q4	Increased	35,665	+7.7%	$7.9M	0.4%	$218.75	35
2020-Q3	Decreased	33,107	-25.3%	$8.3M	0.4%	$247.05	0
2020-Q2	Increased	44,344	+10.7%	$8.3M	0.5%	$184.14	36
2020-Q1	Decreased	40,068	-0.9%	$5.8M	0.4%	$141.53	0
2019-Q4	Increased	40,420	+4.8%	$6.6M	0.4%	$159.87	34
2019-Q3	Decreased	38,585	-3.7%	$5.7M	0.4%	$145.92	0
2019-Q2	Increased	40,080	+0.2%	$6.1M	0.5%	$148.89	32
2019-Q1	First report	39,992	-	$6.3M	0.5%	$155.40	0

CRM30 quarters

CRM
30 quarters