Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$29,939,605
-$36,962,923 QoQ
Shares Held
191,112
-46.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#36
of 968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$156,660
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. CRM ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,939,605 | 191,112 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $156,660 | 1,000 | Call | Sole | 2026-07-17 | |
| 2026-03-31 | $66,902,528 | 358,400 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $87,349,039 | 329,731 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $61,823,109 | 260,857 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $70,107,780 | 257,097 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $67,209,688 | 250,446 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $87,023,758 | 260,293 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $31,242,080 | 114,143 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $30,116,951 | 117,141 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $36,593,671 | 121,501 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,041,437 | 125,566 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $20,649,898 | 101,834 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,461,271 | 92,120 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,342,904 | 76,799 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,253,588 | 69,791 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,357,511 | 65,055 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,924,162 | 66,191 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,537,523 | 63,760 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,272,700 | 48,293 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $4,107,084 | 15,143 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,960,353 | 40,776 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,780,502 | 36,723 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,936,532 | 35,665 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,320,451 | 33,107 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $8,306,961 | 44,344 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $5,768,990 | 40,068 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||