Envestnet Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410M | Sell |
1,505,306
-84,144
| -5% | -$22.9M | 0.12% | 146 |
|
|
2025
Q1 | $427M | Buy |
1,589,450
+95,957
| +6% | +$25.8M | 0.14% | 135 |
|
|
2024
Q4 | $499M | Buy |
1,493,493
+94,229
| +7% | +$31.5M | 0.16% | 111 |
|
|
2024
Q3 | $383M | Sell |
1,399,264
-307,025
| -18% | -$84M | 0.12% | 147 |
|
|
2024
Q2 | $439M | Buy |
1,706,289
+112,690
| +7% | +$29M | 0.15% | 122 |
|
|
2024
Q1 | $480M | Buy |
1,593,599
+108,189
| +7% | +$32.6M | 0.18% | 108 |
|
|
2023
Q4 | $391M | Buy |
1,485,410
+24,812
| +2% | +$6.53M | 0.16% | 115 |
|
|
2023
Q3 | $296M | Buy |
1,460,598
+340,631
| +30% | +$69.1M | 0.14% | 133 |
|
|
2023
Q2 | $237M | Buy |
1,119,967
+13,464
| +1% | +$2.84M | 0.1% | 167 |
|
|
2023
Q1 | $221M | Buy |
1,106,503
+128,126
| +13% | +$25.6M | 0.11% | 167 |
|
|
2022
Q4 | $130M | Sell |
978,377
-115,980
| -11% | -$15.4M | 0.07% | 254 |
|
|
2022
Q3 | $157M | Sell |
1,094,357
-196,896
| -15% | -$28.3M | 0.09% | 200 |
|
|
2022
Q2 | $213M | Sell |
1,291,253
-4,668
| -0.4% | -$770K | 0.12% | 160 |
|
|
2022
Q1 | $275M | Buy |
1,295,921
+88,284
| +7% | +$18.7M | 0.14% | 129 |
|
|
2021
Q4 | $307M | Buy |
1,207,637
+101,971
| +9% | +$25.9M | 0.15% | 121 |
|
|
2021
Q3 | $300M | Buy |
1,105,666
+76,064
| +7% | +$20.6M | 0.16% | 110 |
|
|
2021
Q2 | $252M | Buy |
1,029,602
+90,469
| +10% | +$22.1M | 0.14% | 125 |
|
|
2021
Q1 | $199M | Buy |
939,133
+141,599
| +18% | +$30M | 0.13% | 132 |
|
|
2020
Q4 | $177M | Sell |
797,534
-12,131
| -1% | -$2.7M | 0.13% | 123 |
|
|
2020
Q3 | $203M | Buy |
809,665
+35,211
| +5% | +$8.85M | 0.18% | 96 |
|
|
2020
Q2 | $145M | Buy |
774,454
+129,776
| +20% | +$24.3M | 0.14% | 119 |
|
|
2020
Q1 | $92.8M | Buy |
644,678
+78,718
| +14% | +$11.3M | 0.11% | 149 |
|
|
2019
Q4 | $92M | Buy |
565,960
+174,549
| +45% | +$28.4M | 0.1% | 158 |
|
|
2019
Q3 | $58.1M | Buy |
391,411
+23,931
| +7% | +$3.55M | 0.06% | 229 |
|
|
2019
Q2 | $55.8M | Buy |
367,480
+52,019
| +16% | +$7.89M | 0.07% | 208 |
|
|
2019
Q1 | $50M | Buy |
315,461
+18,580
| +6% | +$2.94M | 0.07% | 212 |
|
|
2018
Q4 | $40.7M | Buy |
296,881
+268,516
| +947% | +$36.8M | 0.06% | 215 |
|
|
2018
Q3 | $4.51M | Sell |
28,365
-43,389
| -60% | -$6.9M | 0.01% | 450 |
|
|
2018
Q2 | $9.79M | Buy |
71,754
+18,124
| +34% | +$2.47M | 0.02% | 328 |
|
|
2018
Q1 | $6.3M | Sell |
53,630
-19,786
| -27% | -$2.33M | 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% | -$173K | 0.02% | 474 |
|
|
2017
Q2 | $6.41M | Buy |
73,982
+7,494
| +11% | +$649K | 0.02% | 497 |
|
|
2017
Q1 | $5.48M | Sell |
66,488
-1,389
| -2% | -$114K | 0.02% | 540 |
|
|
2016
Q4 | $4.65M | Sell |
67,877
-25,131
| -27% | -$1.72M | 0.02% | 577 |
|
|
2016
Q3 | $6.63M | Sell |
93,008
-84,893
| -48% | -$6.06M | 0.03% | 480 |
|
|
2016
Q2 | $14.1M | Buy |
177,901
+25,533
| +17% | +$2.03M | 0.06% | 291 |
|
|
2016
Q1 | $11.2M | Buy |
152,368
+1,607
| +1% | +$119K | 0.05% | 316 |
|
|
2015
Q4 | $11.8M | Buy |
150,761
+32,366
| +27% | +$2.54M | 0.05% | 298 |
|
|
2015
Q3 | $8.22M | Buy |
118,395
+6,564
| +6% | +$456K | 0.04% | 385 |
|
|
2015
Q2 | $7.79M | Sell |
111,831
-13,031
| -10% | -$907K | 0.04% | 453 |
|
|
2015
Q1 | $8.34M | Buy |
124,862
+118,538
| +1,874% | +$7.92M | 0.04% | 415 |
|
|
2014
Q4 | $375K | Buy |
6,324
+344
| +6% | +$20.4K | ﹤0.01% | 790 |
|
|
2014
Q3 | $344K | Sell |
5,980
-716
| -11% | -$41.2K | ﹤0.01% | 892 |
|
|
2014
Q2 | $389K | Buy |
6,696
+1,247
| +23% | +$72.4K | ﹤0.01% | 826 |
|
|
2014
Q1 | $311K | Buy |
5,449
+1,241
| +29% | +$70.8K | ﹤0.01% | 778 |
|
|
2013
Q4 | $232K | Sell |
4,208
-561
| -12% | -$30.9K | ﹤0.01% | 791 |
|
|
2013
Q3 | $248K | Buy |
4,769
+740
| +18% | +$38.5K | ﹤0.01% | 749 |
|
|
2013
Q2 | $154K | Buy |
+4,029
| New | +$154K | ﹤0.01% | 854 |
|