Essex Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $858K | Buy |
|
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $485K | Buy |
|
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $629K | Sell |
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|
2022
Q1 | $913K | Buy |
|
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $846K | Hold |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $825K | Buy |
|
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|
2020
Q3 | $851K | Buy |
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|
2020
Q2 | $521K | Sell |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $817K | Buy |
|
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|
2019
Q3 | $677K | Buy |
|
|||||
|
2019
Q2 | $684K | Buy |
|
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|
2019
Q1 | $707K | Buy |
|
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|
2018
Q4 | $567K | Buy |
|
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|
2018
Q3 | $635K | Buy |
|
|||||
|
2018
Q2 | $504K | Buy |
|
|||||
|
2018
Q1 | $403K | Sell |
|
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|
2017
Q4 | $489K | Sell |
|
|||||
|
2017
Q3 | $495K | Buy |
|
|||||
|
2017
Q2 | $385K | Buy |
|
|||||
|
2017
Q1 | $351K | Sell |
|
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|
2016
Q4 | $304K | Sell |
|
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|
2016
Q3 | $331K | Buy |
|
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|
2016
Q2 | $366K | Hold |
|
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|
2016
Q1 | $340K | Buy |
|
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|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $247K | Buy |
|