Envestnet Asset Management Inc Salesforce, Inc. Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,505,306 shares of CRM stock, worth $370 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,505,306
Previous 1,589,450 5.29%
Holding current value
$370 Million
Previous $427 Million 3.77%
% of portfolio
0.13%
Previous 0.14%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$236.26 - $291.15 $19.9 Million - $24.5 Million
-84,144 Reduced 5.29%
1,505,306 $410 Million
Q1 2025

Apr 29, 2025
BUY
$268.36 - $359.95 $25.8 Million - $34.5 Million
95,957 Added 6.43%
1,589,450 $427 Million
Q4 2024

Feb 12, 2025
BUY
$270.87 - $367.87 $25.5 Million - $34.7 Million
94,229 Added 6.73%
1,493,493 $499 Million
Q3 2024

Nov 06, 2024
SELL
$238.42 - $276.53 $73.2 Million - $84.9 Million
-307,025 Reduced 17.99%
1,399,264 $383 Million
Q2 2024

Aug 08, 2024
BUY
$218.01 - $304.74 $24.6 Million - $34.3 Million
112,690 Added 7.07%
1,706,289 $439 Million
Q1 2024

May 13, 2024
BUY
$251.12 - $316.88 $27.2 Million - $34.3 Million
108,189 Added 7.28%
1,593,599 $480 Million
Q4 2023

Feb 13, 2024
BUY
$196.25 - $267.25 $4.87 Million - $6.63 Million
24,812 Added 1.7%
1,485,410 $391 Million
Q3 2023

Nov 13, 2023
BUY
$202.49 - $234.37 $69 Million - $79.8 Million
340,631 Added 30.41%
1,460,598 $296 Million
Q2 2023

Aug 04, 2023
BUY
$188.89 - $223.38 $2.54 Million - $3.01 Million
13,464 Added 1.22%
1,119,967 $237 Million
Q1 2023

May 11, 2023
BUY
$134.8 - $199.78 $17.3 Million - $25.6 Million
128,126 Added 13.1%
1,106,503 $221 Million
Q4 2022

Feb 07, 2023
SELL
$128.21 - $165.27 $14.9 Million - $19.2 Million
-115,980 Reduced 10.6%
978,377 $130 Million
Q3 2022

Nov 10, 2022
SELL
$143.84 - $191.27 $28.3 Million - $37.7 Million
-196,896 Reduced 15.25%
1,094,357 $157 Million
Q2 2022

Aug 03, 2022
SELL
$155.6 - $218.85 $726,340 - $1.02 Million
-4,668 Reduced 0.36%
1,291,253 $213 Million
Q1 2022

May 04, 2022
BUY
$190.54 - $255.46 $16.8 Million - $22.6 Million
88,284 Added 7.31%
1,295,921 $275 Million
Q4 2021

Feb 04, 2022
BUY
$247.21 - $309.96 $25.2 Million - $31.6 Million
101,971 Added 9.22%
1,207,637 $307 Million
Q3 2021

Oct 07, 2021
BUY
$237.55 - $285.63 $18.1 Million - $21.7 Million
76,064 Added 7.39%
1,105,666 $300 Million
Q2 2021

Aug 04, 2021
BUY
$210.54 - $246.26 $19 Million - $22.3 Million
90,469 Added 9.63%
1,029,602 $252 Million
Q1 2021

May 04, 2021
BUY
$205.33 - $248.59 $29.1 Million - $35.2 Million
141,599 Added 17.75%
939,133 $199 Million
Q4 2020

Feb 02, 2021
SELL
$220.15 - $267.07 $2.67 Million - $3.24 Million
-12,131 Reduced 1.5%
797,534 $177 Million
Q3 2020

Oct 09, 2020
BUY
$185.51 - $281.25 $6.53 Million - $9.9 Million
35,211 Added 4.55%
809,665 $203 Million
Q2 2020

Jul 08, 2020
BUY
$134.06 - $191.65 $17.4 Million - $24.9 Million
129,776 Added 20.13%
774,454 $145 Million
Q1 2020

Apr 23, 2020
BUY
$124.3 - $193.36 $9.78 Million - $15.2 Million
78,718 Added 13.91%
644,678 $92.8 Million
Q4 2019

Feb 11, 2020
BUY
$142.33 - $164.98 $24.8 Million - $28.8 Million
174,549 Added 44.59%
565,960 $92 Million
Q3 2019

Oct 17, 2019
BUY
$139.72 - $159.97 $3.34 Million - $3.83 Million
23,931 Added 6.51%
391,411 $58.1 Million
Q2 2019

Aug 02, 2019
BUY
$145.1 - $165.96 $7.55 Million - $8.63 Million
52,019 Added 16.49%
367,480 $55.8 Million
Q1 2019

May 10, 2019
BUY
$130.4 - $166.95 $2.42 Million - $3.1 Million
18,580 Added 6.26%
315,461 $50 Million
Q4 2018

Feb 13, 2019
BUY
$120.67 - $159.86 $32.4 Million - $42.9 Million
268,516 Added 946.65%
296,881 $40.7 Million
Q3 2018

Nov 14, 2018
SELL
$137.15 - $160.43 $5.95 Million - $6.96 Million
-43,389 Reduced 60.47%
28,365 $4.51 Million
Q2 2018

Aug 10, 2018
BUY
$115.3 - $139.8 $2.09 Million - $2.53 Million
18,124 Added 33.79%
71,754 $9.79 Million
Q1 2018

May 09, 2018
SELL
$104.03 - $127.99 $2.06 Million - $2.53 Million
-19,786 Reduced 26.95%
53,630 $6.3 Million
Q4 2017

Feb 20, 2018
BUY
$93.94 - $108.8 $120,525 - $139,590
1,283 Added 1.78%
73,416 $7.51 Million
Q3 2017

Nov 13, 2017
SELL
$87.63 - $97.71 $162,027 - $180,665
-1,849 Reduced 2.5%
72,133 $6.73 Million
Q2 2017

Aug 14, 2017
BUY
N/A
73,982
73,982 $6.41 Million

Others Institutions Holding CRM

# of Institutions
3,398
Shares Held
776M
Call Options Held
18.8M
Put Options Held
18.3M
View Full List

About Salesforce, Inc.

CRM Quotes by TradingView
  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $246B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email