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Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
191,112
Value
$29.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026191,112$29.9M0.1%−167,288−46.7%ReducedHolders
Q1 2026358,400$66.9M0.4%+28,669+8.7%AddedHolders
Q4 2025329,731$87.3M0.5%+68,874+26.4%AddedHolders
Q3 2025260,857$61.8M0.4%+3,760+1.5%AddedHolders
Q2 2025257,097$70.1M0.5%+6,651+2.7%AddedHolders
Q1 2025250,446$67.2M0.5%−9,847−3.8%ReducedHolders
Q4 2024260,293$87.0M0.8%+146,150+128.0%AddedHolders
Q3 2024114,143$31.2M0.3%−2,998−2.6%ReducedHolders
Q2 2024117,141$30.1M0.4%−4,360−3.6%ReducedHolders
Q1 2024121,501$36.6M0.5%−4,065−3.2%ReducedHolders
Q4 2023125,566$33.0M0.4%+23,732+23.3%AddedHolders
Q3 2023101,834$20.6M0.4%+9,714+10.5%AddedHolders
Q2 202392,120$19.5M0.3%+15,321+19.9%AddedHolders
Q1 202376,799$15.3M0.3%+7,008+10.0%AddedHolders
Q4 202269,791$9.25M0.2%+4,736+7.3%AddedHolders
Q3 202265,055$9.36M0.3%−1,136−1.7%ReducedHolders
Q2 202266,191$10.9M0.3%+2,431+3.8%AddedHolders
Q1 202263,760$13.5M0.3%+15,467+32.0%AddedHolders
Q4 202148,293$12.3M0.3%+33,150+218.9%AddedHolders
Q3 202115,143$4.11M0.4%−25,633−62.9%ReducedHolders
Q2 202140,776$9.96M0.4%+4,053+11.0%AddedHolders
Q1 202136,723$7.78M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.