Envestnet Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $157M | Sell |
1,001,763
-184,922
| -16% | -$32.5M | 0.04% | 428 |
|
|
2026
Q1 | $222M | Sell |
1,186,685
-21,520
| -2% | -$4.46M | 0.06% | 299 |
|
|
2025
Q4 | $320M | Sell |
1,208,205
-139,719
| -10% | -$34.7M | 0.09% | 199 |
|
|
2025
Q3 | $319M | Sell |
1,347,924
-157,382
| -10% | -$39.7M | 0.09% | 210 |
|
|
2025
Q2 | $410M | Sell |
1,505,306
-84,144
| -5% | -$22.5M | 0.12% | 146 |
|
|
2025
Q1 | $427M | Buy |
1,589,450
+95,957
| +6% | +$29.8M | 0.14% | 135 |
|
|
2024
Q4 | $499M | Buy |
1,493,493
+94,229
| +7% | +$30.1M | 0.16% | 111 |
|
|
2024
Q3 | $383M | Sell |
1,399,264
-307,025
| -18% | -$78.6M | 0.12% | 147 |
|
|
2024
Q2 | $439M | Buy |
1,706,289
+112,690
| +7% | +$30.2M | 0.15% | 122 |
|
|
2024
Q1 | $480M | Buy |
1,593,599
+108,189
| +7% | +$31.2M | 0.18% | 108 |
|
|
2023
Q4 | $391M | Buy |
1,485,410
+24,812
| +2% | +$5.62M | 0.16% | 115 |
|
|
2023
Q3 | $296M | Buy |
1,460,598
+340,631
| +30% | +$73.6M | 0.14% | 133 |
|
|
2023
Q2 | $237M | Buy |
1,119,967
+13,464
| +1% | +$2.75M | 0.1% | 167 |
|
|
2023
Q1 | $221M | Buy |
1,106,503
+128,126
| +13% | +$21.6M | 0.11% | 167 |
|
|
2022
Q4 | $130M | Sell |
978,377
-115,980
| -11% | -$16.9M | 0.07% | 254 |
|
|
2022
Q3 | $157M | Sell |
1,094,357
-196,896
| -15% | -$33.4M | 0.09% | 200 |
|
|
2022
Q2 | $213M | Sell |
1,291,253
-4,668
| -0.4% | -$825K | 0.12% | 160 |
|
|
2022
Q1 | $275M | Buy |
1,295,921
+88,284
| +7% | +$19M | 0.14% | 129 |
|
|
2021
Q4 | $307M | Buy |
1,207,637
+101,971
| +9% | +$28.7M | 0.15% | 121 |
|
|
2021
Q3 | $300M | Buy |
1,105,666
+76,064
| +7% | +$19.3M | 0.16% | 110 |
|
|
2021
Q2 | $252M | Buy |
1,029,602
+90,469
| +10% | +$20.9M | 0.14% | 125 |
|
|
2021
Q1 | $199M | Buy |
939,133
+141,599
| +18% | +$31.5M | 0.13% | 132 |
|
|
2020
Q4 | $177M | Sell |
797,534
-12,131
| -1% | -$2.95M | 0.13% | 123 |
|
|
2020
Q3 | $203M | Buy |
809,665
+35,211
| +5% | +$7.71M | 0.18% | 96 |
|
|
2020
Q2 | $145M | Buy |
774,454
+129,776
| +20% | +$21.9M | 0.14% | 119 |
|
|
2020
Q1 | $92.8M | Buy |
644,678
+78,718
| +14% | +$13.5M | 0.11% | 149 |
|
|
2019
Q4 | $92M | Buy |
565,960
+174,549
| +45% | +$27.4M | 0.1% | 158 |
|
|
2019
Q3 | $58.1M | Buy |
391,411
+23,931
| +7% | +$3.64M | 0.06% | 229 |
|
|
2019
Q2 | $55.8M | Buy |
367,480
+52,019
| +16% | +$8.15M | 0.07% | 208 |
|
|
2019
Q1 | $50M | Buy |
315,461
+18,580
| +6% | +$2.88M | 0.07% | 212 |
|
|
2018
Q4 | $40.7M | Buy |
296,881
+268,516
| +947% | +$36.9M | 0.06% | 215 |
|
|
2018
Q3 | $4.51M | Sell |
28,365
-43,389
| -60% | -$6.44M | 0.01% | 450 |
|
|
2018
Q2 | $9.79M | Buy |
71,754
+18,124
| +34% | +$2.31M | 0.02% | 328 |
|
|
2018
Q1 | $6.3M | Sell |
53,630
-19,786
| -27% | -$2.27M | 0.02% | 338 |
|
|
2017
Q4 | $7.51M | Buy |
73,416
+1,283
| +2% | +$131K | 0.02% | 471 |
|
|
2017
Q3 | $6.73M | Sell |
72,133
-1,849
| -2% | -$170K | 0.02% | 474 |
|
|
2017
Q2 | $6.41M | Buy |
73,982
+7,494
| +11% | +$653K | 0.02% | 497 |
|
|
2017
Q1 | $5.48M | Sell |
66,488
-1,389
| -2% | -$111K | 0.02% | 540 |
|
|
2016
Q4 | $4.65M | Sell |
67,877
-25,131
| -27% | -$1.82M | 0.02% | 577 |
|
|
2016
Q3 | $6.63M | Sell |
93,008
-84,893
| -48% | -$6.62M | 0.03% | 480 |
|
|
2016
Q2 | $14.1M | Buy |
177,901
+25,533
| +17% | +$2M | 0.06% | 291 |
|
|
2016
Q1 | $11.2M | Buy |
152,368
+1,607
| +1% | +$111K | 0.05% | 316 |
|
|
2015
Q4 | $11.8M | Buy |
150,761
+32,366
| +27% | +$2.53M | 0.05% | 298 |
|
|
2015
Q3 | $8.22M | Buy |
118,395
+6,564
| +6% | +$465K | 0.04% | 385 |
|
|
2015
Q2 | $7.79M | Sell |
111,831
-13,031
| -10% | -$928K | 0.04% | 453 |
|
|
2015
Q1 | $8.34M | Buy |
124,862
+118,538
| +1,874% | +$7.35M | 0.04% | 415 |
|
|
2014
Q4 | $375K | Buy |
6,324
+344
| +6% | +$20.3K | ﹤0.01% | 790 |
|
|
2014
Q3 | $344K | Sell |
5,980
-716
| -11% | -$40.3K | ﹤0.01% | 892 |
|
|
2014
Q2 | $389K | Buy |
6,696
+1,247
| +23% | +$67.4K | ﹤0.01% | 826 |
|
|
2014
Q1 | $311K | Buy |
5,449
+1,241
| +29% | +$74.2K | ﹤0.01% | 778 |
|
|
2013
Q4 | $232K | Sell |
4,208
-561
| -12% | -$30K | ﹤0.01% | 791 |
|
|
2013
Q3 | $248K | Buy |
4,769
+740
| +18% | +$33.6K | ﹤0.01% | 749 |
|
|
2013
Q2 | $154K | Buy |
+4,029
| New | +$166K | ﹤0.01% | 854 |
|
Other funds holding CRM
Envestnet Asset Management's CRM Position: Q2 2026 in Review
Envestnet Asset Management reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $32.5M and leaving 1,001,763 shares worth $157M. The position accounts for 0.04% of the portfolio, ranked #428.
Envestnet Asset Management first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $499M in Q4 2024. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Envestnet Asset Management held 1,001,763 shares of Salesforce worth $157M as of Q2 2026.
- Envestnet Asset Management sold 184,922 Salesforce shares in Q2 2026, an estimated $32.5M.
- Salesforce made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #428 holding.
- Envestnet Asset Management first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Envestnet Asset Management's Salesforce position peaked at $499M in Q4 2024.
- 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.