Envestnet Portfolio Solutions
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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
2025
Q3 		$5.87M Sell
2025
Q2 		$9.12M Sell
2025
Q1 		$10.9M Sell
2024
Q4 		$21M Buy
2024
Q3 		$15.4M Sell
2024
Q2 		$15.6M Buy
2024
Q1 		$16.8M Buy
2023
Q4 		$12.1M Buy
2023
Q3 		$8.85M Buy