Envestnet Portfolio Solutions’s Salesforce CRM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.79M	Buy	43,398 +4,618	+12%	+$812K	0.03%	271
2026 Q1	$7.24M	Sell	38,780 -5,666	-13%	-$1.17M	0.04%	231
2025 Q4	$11.8M	Buy	44,446 +19,671	+79%	+$4.89M	0.04%	217
2025 Q3	$5.87M	Sell	24,775 -8,661	-26%	-$2.18M	0.02%	319
2025 Q2	$9.12M	Sell	33,436 -7,289	-18%	-$1.95M	0.03%	241
2025 Q1	$10.9M	Sell	40,725 -22,112	-35%	-$6.88M	0.04%	215
2024 Q4	$21M	Buy	62,837 +6,404	+11%	+$2.04M	0.07%	132
2024 Q3	$15.4M	Sell	56,433 -4,267	-7%	-$1.09M	0.05%	185
2024 Q2	$15.6M	Buy	60,700 +4,881	+9%	+$1.31M	0.05%	177
2024 Q1	$16.8M	Buy	55,819 +9,941	+22%	+$2.87M	0.06%	159
2023 Q4	$12.1M	Buy	45,878 +2,222	+5%	+$503K	0.05%	186
2023 Q3	$8.85M	Buy	+43,656	New	+$9.43M	0.04%	201

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Envestnet Portfolio Solutions's CRM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $812K and bringing the position to 43,398 shares worth $6.79M. The position accounts for 0.03% of the portfolio, ranked #271.

Envestnet Portfolio Solutions first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $21M in Q4 2024. 598 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Envestnet Portfolio Solutions held 43,398 shares of Salesforce worth $6.79M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,618 Salesforce shares in Q2 2026, an estimated $812K.
Salesforce made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #271 holding.
Envestnet Portfolio Solutions first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Salesforce position peaked at $21M in Q4 2024.
598 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.