Envestnet Portfolio Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
33,436
-7,289
| -18% | -$1.99M | 0.03% | 241 |
|
|
2025
Q1 | $10.9M | Sell |
40,725
-22,112
| -35% | -$5.93M | 0.04% | 215 |
|
|
2024
Q4 | $21M | Buy |
62,837
+6,404
| +11% | +$2.14M | 0.07% | 132 |
|
|
2024
Q3 | $15.4M | Sell |
56,433
-4,267
| -7% | -$1.17M | 0.05% | 185 |
|
|
2024
Q2 | $15.6M | Buy |
60,700
+4,881
| +9% | +$1.25M | 0.05% | 177 |
|
|
2024
Q1 | $16.8M | Buy |
55,819
+9,941
| +22% | +$2.99M | 0.06% | 159 |
|
|
2023
Q4 | $12.1M | Buy |
45,878
+2,222
| +5% | +$585K | 0.05% | 186 |
|
|
2023
Q3 | $8.85M | Buy |
+43,656
| New | +$8.85M | 0.04% | 201 |
|