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ENVESTNET ASSET MANAGEMENT INC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on CRM, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 1,045,161 CRM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,045,161 shares
    Change vs previous 13F -180,304 shares

    0.04% of the 13F portfolio, value $163,724,933.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,001,763 shares
    • Envestnet Portfolio Solutions, Inc.: 43,398 shares
  2. period ended2026-03-31
    13F 1,225,465 shares
    Change vs previous 13F -27,186 shares

    0.06% of the 13F portfolio, value $228,757,479.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,186,685 shares
    • Envestnet Portfolio Solutions, Inc.: 38,780 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,252,651 shares
    Change vs previous 13F -120,048 shares

    0.09% of the 13F portfolio, value $331,832,448.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,208,205 shares
    • Envestnet Portfolio Solutions, Inc.: 44,446 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,372,699 shares
    Change vs previous 13F -166,043 shares

    0.09% of the 13F portfolio, value $325,329,578.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,347,924 shares
    • Envestnet Portfolio Solutions, Inc.: 24,775 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,538,742 shares
    Change vs previous 13F -91,433 shares

    0.11% of the 13F portfolio, value $419,598,651.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,505,306 shares
    • Envestnet Portfolio Solutions, Inc.: 33,436 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,630,175 shares
    Change vs previous 13F +73,845 shares

    0.13% of the 13F portfolio, value $437,473,887.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,589,450 shares
    • Envestnet Portfolio Solutions, Inc.: 40,725 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,556,330 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $520,327,740.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,493,493 shares
    • Envestnet Portfolio Solutions, Inc.: 62,837 shares

    Acceptance time not in the bulk data set (spec §4.2).