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Essex Financial Services’s Salesforce CRM Stock Holding History

Essex Financial Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Sell
5,210
-220
-4% -$45.6K 0.05% 298
2025
Q4 		$1.44M Sell
5,430
-34
-0.6% -$8.45K 0.08% 207
2025
Q3 		$1.29M Buy
5,464
+2,266
+71% +$572K 0.08% 222
2025
Q2 		$872K Buy
3,198
+68
+2% +$18.2K 0.06% 289
2025
Q1 		$840K Sell
3,130
-228
-7% -$70.9K 0.06% 268
2024
Q4 		$1.12M Buy
3,358
+90
+3% +$28.7K 0.08% 216
2024
Q3 		$942K Sell
3,268
-44
-1% -$11.3K 0.07% 257
2024
Q2 		$825K Buy
3,312
+464
+16% +$124K 0.06% 276
2024
Q1 		$858K Buy
2,848
+606
+27% +$175K 0.08% 226
2023
Q4 		$590K Buy
2,242
+232
+12% +$52.5K 0.06% 275
2023
Q3 		$408K Buy
2,010
+5
+0.2% +$1.08K 0.05% 317
2023
Q2 		$424K Sell
2,005
-424
-17% -$86.6K 0.05% 308
2023
Q1 		$485K Buy
2,429
+220
+10% +$37.2K 0.05% 287
2022
Q4 		$292K Sell
2,209
-1,160
-34% -$169K 0.03% 369
2022
Q3 		$485K Sell
3,369
-445
-12% -$75.5K 0.06% 261
2022
Q2 		$629K Sell
3,814
-485
-11% -$85.7K 0.07% 240
2022
Q1 		$913K Buy
4,299
+189
+5% +$40.7K 0.09% 212
2021
Q4 		$1.04M Sell
4,110
-185
-4% -$52K 0.1% 194
2021
Q3 		$1.17M Buy
4,295
+302
+8% +$76.7K 0.13% 164
2021
Q2 		$846K Hold
3,993
– – 0.12% 175
2021
Q1 		$846K Buy
3,993
+285
+8% +$63.4K 0.15% 146
2020
Q4 		$825K Buy
3,708
+323
+10% +$78.5K 0.16% 135
2020
Q3 		$851K Buy
3,385
+602
+22% +$132K 0.21% 111
2020
Q2 		$521K Sell
2,783
-621
-18% -$105K 0.16% 127
2020
Q1 		$490K Sell
3,404
-1,618
-32% -$277K 0.17% 128
2019
Q4 		$817K Buy
5,022
+463
+10% +$72.6K 0.23% 101
2019
Q3 		$677K Buy
4,559
+53
+1% +$8.05K 0.22% 109
2019
Q2 		$684K Buy
4,506
+41
+0.9% +$6.42K 0.2% 103
2019
Q1 		$707K Buy
4,465
+325
+8% +$50.4K 0.21% 98
2018
Q4 		$567K Buy
4,140
+144
+4% +$19.8K 0.17% 121
2018
Q3 		$635K Buy
3,996
+300
+8% +$44.5K 0.14% 138
2018
Q2 		$504K Buy
3,696
+233
+7% +$29.7K 0.12% 157
2018
Q1 		$403K Sell
3,463
-1,322
-28% -$152K 0.08% 224
2017
Q4 		$489K Sell
4,785
-514
-10% -$52.4K 0.12% 157
2017
Q3 		$495K Buy
5,299
+852
+19% +$78.4K 0.12% 150
2017
Q2 		$385K Buy
4,447
+190
+4% +$16.5K 0.08% 233
2017
Q1 		$351K Sell
4,257
-190
-4% -$15.2K 0.08% 229
2016
Q4 		$304K Sell
4,447
-200
-4% -$14.5K 0.07% 250
2016
Q3 		$331K Buy
4,647
+42
+0.9% +$3.28K 0.08% 225
2016
Q2 		$366K Hold
4,605
– – 0.09% 215
2016
Q1 		$340K Buy
4,605
+1,050
+30% +$72.3K 0.08% 216
2015
Q4 		$279K Hold
3,555
– – 0.07% 242
2015
Q3 		$247K Buy
+3,555
New +$252K 0.06% 265

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Essex Financial Services's CRM Position: Q1 2026 in Review

Essex Financial Services reduced its Salesforce (CRM) stake by 4.1% in Q1 2026, selling an estimated $45.6K and leaving 5,210 shares worth $972K. The position accounts for 0.05% of the portfolio, ranked #298.

Essex Financial Services first reported a position in CRM in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.44M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Essex Financial Services held 5,210 shares of Salesforce worth $972K as of Q1 2026.
  • Essex Financial Services sold 220 Salesforce shares in Q1 2026, an estimated $45.6K.
  • Salesforce made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #298 holding.
  • Essex Financial Services first reported a position in Salesforce in Q3 2015 and has held it in 43 quarters since.
  • Essex Financial Services's Salesforce position peaked at $1.44M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.