salesforce shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in salesforce
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Quarterly reported holdings in salesforce by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 25k | 237.00 |
| 2025-06-30 | $9.1M | 33k | 272.69 |
| 2025-03-31 | $11M | 41k | 268.36 |
| 2024-12-31 | $21M | 63k | 334.33 |
| 2024-09-30 | $15M | 56k | 273.71 |
| 2024-06-30 | $16M | 61k | 257.10 |
| 2024-03-31 | $17M | 56k | 301.18 |
| 2023-12-31 | $12M | 46k | 263.14 |
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