EFS
Essex Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
3,198
+68
| +2% | +$18.5K | 0.06% | 289 |
|
|
2025
Q1 | $840K | Sell |
3,130
-228
| -7% | -$61.2K | 0.06% | 268 |
|
|
2024
Q4 | $1.12M | Buy |
3,358
+90
| +3% | +$30.1K | 0.08% | 216 |
|
|
2024
Q3 | $942K | Sell |
3,268
-44
| -1% | -$12.7K | 0.07% | 257 |
|
|
2024
Q2 | $825K | Buy |
3,312
+464
| +16% | +$116K | 0.06% | 276 |
|
|
2024
Q1 | $858K | Buy |
2,848
+606
| +27% | +$183K | 0.08% | 226 |
|
|
2023
Q4 | $590K | Buy |
2,242
+232
| +12% | +$61K | 0.06% | 275 |
|
|
2023
Q3 | $408K | Buy |
2,010
+5
| +0.2% | +$1.01K | 0.05% | 317 |
|
|
2023
Q2 | $424K | Sell |
2,005
-424
| -17% | -$89.6K | 0.05% | 308 |
|
|
2023
Q1 | $485K | Buy |
2,429
+220
| +10% | +$44K | 0.05% | 287 |
|
|
2022
Q4 | $292K | Sell |
2,209
-1,160
| -34% | -$153K | 0.03% | 369 |
|
|
2022
Q3 | $485K | Sell |
3,369
-445
| -12% | -$64.1K | 0.06% | 261 |
|
|
2022
Q2 | $629K | Sell |
3,814
-485
| -11% | -$80K | 0.07% | 240 |
|
|
2022
Q1 | $913K | Buy |
4,299
+189
| +5% | +$40.1K | 0.09% | 212 |
|
|
2021
Q4 | $1.04M | Sell |
4,110
-185
| -4% | -$47K | 0.1% | 194 |
|
|
2021
Q3 | $1.17M | Buy |
4,295
+302
| +8% | +$81.9K | 0.13% | 164 |
|
|
2021
Q2 | $846K | Hold |
3,993
| – | – | 0.12% | 175 |
|
|
2021
Q1 | $846K | Buy |
3,993
+285
| +8% | +$60.4K | 0.15% | 146 |
|
|
2020
Q4 | $825K | Buy |
3,708
+323
| +10% | +$71.9K | 0.16% | 135 |
|
|
2020
Q3 | $851K | Buy |
3,385
+602
| +22% | +$151K | 0.21% | 111 |
|
|
2020
Q2 | $521K | Sell |
2,783
-621
| -18% | -$116K | 0.16% | 127 |
|
|
2020
Q1 | $490K | Sell |
3,404
-1,618
| -32% | -$233K | 0.17% | 128 |
|
|
2019
Q4 | $817K | Buy |
5,022
+463
| +10% | +$75.3K | 0.23% | 101 |
|
|
2019
Q3 | $677K | Buy |
4,559
+53
| +1% | +$7.87K | 0.22% | 109 |
|
|
2019
Q2 | $684K | Buy |
4,506
+41
| +0.9% | +$6.22K | 0.2% | 103 |
|
|
2019
Q1 | $707K | Buy |
4,465
+325
| +8% | +$51.5K | 0.21% | 98 |
|
|
2018
Q4 | $567K | Buy |
4,140
+144
| +4% | +$19.7K | 0.17% | 121 |
|
|
2018
Q3 | $635K | Buy |
3,996
+300
| +8% | +$47.7K | 0.14% | 138 |
|
|
2018
Q2 | $504K | Buy |
3,696
+233
| +7% | +$31.8K | 0.12% | 157 |
|
|
2018
Q1 | $403K | Sell |
3,463
-1,322
| -28% | -$154K | 0.08% | 224 |
|
|
2017
Q4 | $489K | Sell |
4,785
-514
| -10% | -$52.5K | 0.12% | 157 |
|
|
2017
Q3 | $495K | Buy |
5,299
+852
| +19% | +$79.6K | 0.12% | 150 |
|
|
2017
Q2 | $385K | Buy |
4,447
+190
| +4% | +$16.4K | 0.08% | 233 |
|
|
2017
Q1 | $351K | Sell |
4,257
-190
| -4% | -$15.7K | 0.08% | 229 |
|
|
2016
Q4 | $304K | Sell |
4,447
-200
| -4% | -$13.7K | 0.07% | 250 |
|
|
2016
Q3 | $331K | Buy |
4,647
+42
| +0.9% | +$2.99K | 0.08% | 225 |
|
|
2016
Q2 | $366K | Hold |
4,605
| – | – | 0.09% | 215 |
|
|
2016
Q1 | $340K | Buy |
4,605
+1,050
| +30% | +$77.5K | 0.08% | 216 |
|
|
2015
Q4 | $279K | Hold |
3,555
| – | – | 0.07% | 242 |
|
|
2015
Q3 | $247K | Buy |
+3,555
| New | +$247K | 0.06% | 265 |
|