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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410M | Sell |
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|
2025
Q1 | $427M | Buy |
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|
2024
Q4 | $499M | Buy |
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|
2024
Q3 | $383M | Sell |
|
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|
2024
Q2 | $439M | Buy |
|
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|
2024
Q1 | $480M | Buy |
|
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|
2023
Q4 | $391M | Buy |
|
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|
2023
Q3 | $296M | Buy |
|
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|
2023
Q2 | $237M | Buy |
|
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|
2023
Q1 | $221M | Buy |
|
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|
2022
Q4 | $130M | Sell |
|
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|
2022
Q3 | $157M | Sell |
|
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|
2022
Q2 | $213M | Sell |
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|
2022
Q1 | $275M | Buy |
|
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|
2021
Q4 | $307M | Buy |
|
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|
2021
Q3 | $300M | Buy |
|
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|
2021
Q2 | $252M | Buy |
|
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|
2021
Q1 | $199M | Buy |
|
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|
2020
Q4 | $177M | Sell |
|
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|
2020
Q3 | $203M | Buy |
|
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|
2020
Q2 | $145M | Buy |
|
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|
2020
Q1 | $92.8M | Buy |
|
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|
2019
Q4 | $92M | Buy |
|
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|
2019
Q3 | $58.1M | Buy |
|
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|
2019
Q2 | $55.8M | Buy |
|
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|
2019
Q1 | $50M | Buy |
|
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|
2018
Q4 | $40.7M | Buy |
|
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|
2018
Q3 | $4.51M | Sell |
|
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|
2018
Q2 | $9.79M | Buy |
|
|||||
|
2018
Q1 | $6.3M | Sell |
|
|||||
|
2017
Q4 | $7.51M | Buy |
|
|||||
|
2017
Q3 | $6.73M | Sell |
|
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|
2017
Q2 | $6.41M | Buy |
|
|||||
|
2017
Q1 | $5.48M | Sell |
|
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|
2016
Q4 | $4.65M | Sell |
|
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|
2016
Q3 | $6.63M | Sell |
|
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|
2016
Q2 | $14.1M | Buy |
|
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|
2016
Q1 | $11.2M | Buy |
|
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|
2015
Q4 | $11.8M | Buy |
|
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|
2015
Q3 | $8.22M | Buy |
|
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|
2015
Q2 | $7.79M | Sell |
|
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|
2015
Q1 | $8.34M | Buy |
|
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|
2014
Q4 | $375K | Buy |
|
|||||
|
2014
Q3 | $344K | Sell |
|
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|
2014
Q2 | $389K | Buy |
|
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|
2014
Q1 | $311K | Buy |
|
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|
2013
Q4 | $232K | Sell |
|
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|
2013
Q3 | $248K | Buy |
|
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|
2013
Q2 | $154K | Buy |
|