A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 56,433 shares of CRM stock, worth $19.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
56,433
Previous 60,700 7.03%
Holding current value
$19.3 Million
Previous $15.6 Million 1.02%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$238.42 - $276.53 $1.02 Million - $1.18 Million
-4,267 Reduced 7.03%
56,433 $15.4 Million
Q2 2024

Jul 16, 2024

BUY
$218.01 - $304.74 $1.06 Million - $1.49 Million
4,881 Added 8.74%
60,700 $15.6 Million
Q1 2024

May 06, 2024

BUY
$251.12 - $316.88 $2.5 Million - $3.15 Million
9,941 Added 21.67%
55,819 $16.8 Million
Q4 2023

Feb 07, 2024

BUY
$196.25 - $267.25 $436,067 - $593,829
2,222 Added 5.09%
45,878 $12.1 Million
Q3 2023

Nov 13, 2023

BUY
$202.49 - $234.37 $8.84 Million - $10.2 Million
43,656 New
43,656 $8.85 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • 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 Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, 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 Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.