Sequoia Financial Advisors, LLC Salesforce, Inc. Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 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 257,097 shares of CRM stock, worth $61.9 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

257,097

Previous 250,446 2.66%

Holding current value

$61.9 Million

Previous $67.2 Million 4.31%

% of portfolio

0.54%

Previous 0.58%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 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

3,392

Shares Held

766M

Call Options Held

20.1M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $241B
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...

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Sequoia Financial Advisors, LLC Salesforce, Inc. Transaction History