How many shares of CRM does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 191,112 shares of CRM (SALESFORCE.COM INC).

What is Sequoia Financial Advisors, LLC's CRM position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's CRM position is worth $29.9M.

Is Sequoia Financial Advisors, LLC buying or selling CRM?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their CRM position (-46.7% change in shares).

When did Sequoia Financial Advisors, LLC first buy CRM?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in CRM in 2019-Q1. They have held the position across 30 quarters.

Back to

Sequoia Financial Advisors, LLC

CRM
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in SALESFORCE.COM INC

Current Value

$29.9M

Current Shares

191,112

Total Value Change

+$23.6M

Total Shares Change

+151,120

Quarter-by-Quarter History

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%	$196.05	38
2025-Q4	Increased	329,731	+26.4%	$87.3M	0.5%	$265.92	44
2025-Q3	Increased	260,857	+1.5%	$61.8M	0.4%	$244.71	36
2025-Q2	Increased	257,097	+2.7%	$70.1M	0.5%	$272.50	36
2025-Q1	Decreased	250,446	-3.8%	$67.2M	0.5%	$268.22	0
2024-Q4	Increased	260,293	+128.0%	$87M	0.8%	$333.56	68
2024-Q3	Decreased	114,143	-2.6%	$31.2M	0.3%	$274.53	0
2024-Q2	Decreased	117,141	-3.6%	$30.1M	0.4%	$254.35	0
2024-Q1	Decreased	121,501	-3.2%	$36.6M	0.5%	$297.95	0
2023-Q4	Increased	125,566	+23.3%	$33M	0.4%	$259.98	42
2023-Q3	Increased	101,834	+10.5%	$20.6M	0.4%	$200.35	38
2023-Q2	Increased	92,120	+19.9%	$19.5M	0.3%	$207.90	40
2023-Q1	Increased	76,799	+10.0%	$15.3M	0.3%	$194.24	37
2022-Q4	Increased	69,791	+7.3%	$9.3M	0.2%	$131.00	35
2022-Q3	Decreased	65,055	-1.7%	$9.4M	0.3%	$145.05	0
2022-Q2	Increased	66,191	+3.8%	$10.9M	0.3%	$168.56	35
2022-Q1	Increased	63,760	+32.0%	$13.5M	0.3%	$212.36	43
2021-Q4	Increased	48,293	+218.9%	$12.3M	0.3%	$252.26	54
2021-Q3	Decreased	15,143	-62.9%	$4.1M	0.4%	$267.25	0
2021-Q2	Increased	40,776	+11.0%	$10M	0.4%	$242.86	37
2021-Q1	Increased	36,723	+3.0%	$7.8M	0.3%	$207.48	34
2020-Q4	Increased	35,665	+7.7%	$7.9M	0.4%	$219.73	35
2020-Q3	Decreased	33,107	-25.3%	$8.3M	0.4%	$244.48	0
2020-Q2	Increased	44,344	+10.7%	$8.3M	0.5%	$181.13	36
2020-Q1	Decreased	40,068	-0.9%	$5.8M	0.4%	$148.05	0
2019-Q4	Increased	40,420	+4.8%	$6.6M	0.4%	$160.49	34
2019-Q3	Decreased	38,585	-3.7%	$5.7M	0.4%	$146.48	0
2019-Q2	Increased	40,080	+0.2%	$6.1M	0.5%	$149.91	32
2019-Q1	New	39,992	-	$6.3M	0.5%	$156.47	53

Other major holders of CRM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

CRM30 quarters

CRM
30 quarters