Sequoia Financial Advisors, LLC Salesforce, Inc. Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 260,857 shares of CRM stock, worth $61.8 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
260,857
Holding current value
$61.8 Million
% of portfolio
0.42%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$231.66 - $273.65 $60.4 Million - $71.4 Million
260,857 New
260,857 $61.8 Million
Q2 2025

Jul 25, 2025
BUY
$236.26 - $291.15 $1.57 Million - $1.94 Million
6,651 Added 2.66%
257,097 $70.1 Million
Q1 2025

Apr 23, 2025
SELL
$268.36 - $359.95 $2.64 Million - $3.54 Million
-9,847 Reduced 3.78%
250,446 $67.2 Million
Q4 2024

Aug 08, 2025
BUY
$270.87 - $367.87 $865,700 - $1.18 Million
3,196 Added 1.24%
260,293 $87 Million
Q4 2024

Feb 07, 2025
BUY
$270.87 - $367.87 $39.6 Million - $53.8 Million
146,150 Added 128.04%
260,293 $87 Million
Q3 2024

Oct 21, 2024
SELL
$238.42 - $276.53 $714,783 - $829,036
-2,998 Reduced 2.56%
114,143 $31.2 Million
Q2 2024

Jul 15, 2024
SELL
$218.01 - $304.74 $950,523 - $1.33 Million
-4,360 Reduced 3.59%
117,141 $30.1 Million
Q1 2024

Apr 30, 2024
SELL
$251.12 - $316.88 $1.02 Million - $1.29 Million
-4,065 Reduced 3.24%
121,501 $36.6 Million
Q4 2023

Jan 25, 2024
BUY
$196.25 - $267.25 $4.66 Million - $6.34 Million
23,732 Added 23.3%
125,566 $33 Million
Q3 2023

Nov 08, 2023
BUY
$202.49 - $234.37 $1.97 Million - $2.28 Million
9,714 Added 10.54%
101,834 $20.6 Million
Q2 2023

Aug 08, 2023
BUY
$188.89 - $223.38 $2.89 Million - $3.42 Million
15,321 Added 19.95%
92,120 $19.5 Million
Q1 2023

Apr 24, 2023
BUY
$134.8 - $199.78 $944,678 - $1.4 Million
7,008 Added 10.04%
76,799 $15.3 Million
Q4 2022

Feb 10, 2023
BUY
$128.21 - $165.27 $3,846 - $4,958
30 Added 0.04%
69,791 $9.26 Million
Q4 2022

Jan 17, 2023
BUY
$128.21 - $165.27 $603,356 - $777,760
4,706 Added 7.23%
69,761 $0
Q3 2022

Oct 26, 2022
SELL
$143.84 - $191.27 $163,402 - $217,282
-1,136 Reduced 1.72%
65,055 $9.36 Million
Q2 2022

Jul 22, 2022
BUY
$155.6 - $218.85 $378,263 - $532,024
2,431 Added 3.81%
66,191 $10.9 Million
Q1 2022

May 13, 2022
BUY
$190.54 - $255.46 $2.95 Million - $3.95 Million
15,467 Added 32.03%
63,760 $13.5 Million
Q4 2021

Feb 11, 2022
BUY
$247.21 - $309.96 $8.2 Million - $10.3 Million
33,150 Added 218.91%
48,293 $12.3 Million
Q3 2021

Oct 26, 2021
SELL
$237.55 - $285.63 $6.09 Million - $7.32 Million
-25,633 Reduced 62.86%
15,143 $4.11 Million
Q2 2021

Jul 27, 2021
BUY
$210.54 - $246.26 $853,318 - $998,091
4,053 Added 11.04%
40,776 $9.96 Million
Q1 2021

May 14, 2021
BUY
$205.33 - $248.59 $217,239 - $263,008
1,058 Added 2.97%
36,723 $7.78 Million
Q4 2020

Feb 12, 2021
BUY
$220.15 - $267.07 $563,143 - $683,165
2,558 Added 7.73%
35,665 $7.94 Million
Q3 2020

Oct 23, 2020
SELL
$185.51 - $281.25 $2.08 Million - $3.16 Million
-11,237 Reduced 25.34%
33,107 $8.32 Million
Q2 2020

Aug 25, 2020
BUY
$134.06 - $191.65 $5.94 Million - $8.5 Million
44,344 New
44,344 $8.31 Million
Q2 2020

Aug 11, 2020
SELL
$134.06 - $191.65 $5.37 Million - $7.68 Million
-40,068 Closed
0 $8.31 Million
Q1 2020

May 11, 2020
SELL
$124.3 - $193.36 $43,753 - $68,062
-352 Reduced 0.87%
40,068 $5.77 Million
Q4 2019

Feb 13, 2020
BUY
$142.33 - $164.98 $261,175 - $302,738
1,835 Added 4.76%
40,420 $6.57 Million
Q3 2019

Oct 22, 2019
SELL
$139.72 - $159.97 $208,881 - $239,155
-1,495 Reduced 3.73%
38,585 $5.73 Million
Q2 2019

Jul 31, 2019
BUY
$145.1 - $165.96 $12,768 - $14,604
88 Added 0.22%
40,080 $6.08 Million
Q1 2019

May 13, 2019
BUY
$130.4 - $166.95 $11,736 - $15,025
90 Added 0.23%
39,992 $6.33 Million
Q4 2018

Feb 14, 2019
BUY
$120.67 - $159.86 $177,867 - $235,633
1,474 Added 3.84%
39,902 $5.47 Million
Q3 2018

Nov 14, 2018
BUY
$137.15 - $160.43 $36,344 - $42,513
265 Added 0.69%
38,428 $6.11 Million
Q2 2018

Aug 14, 2018
BUY
$115.3 - $139.8 $166,032 - $201,312
1,440 Added 3.92%
38,163 $5.21 Million
Q1 2018

May 14, 2018
BUY
$104.03 - $127.99 $3.82 Million - $4.7 Million
36,723 New
36,723 $4.27 Million

Others Institutions Holding CRM

# of Institutions
3,313
Shares Held
765M
Call Options Held
23.7M
Put Options Held
21.5M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $237B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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