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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

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 56k 301.18
2023-12-31 $12M 46k 263.14

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce