EIM
Essex Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
19,497
-443
| -2% | -$121K | 0.97% | 27 |
|
|
2025
Q1 | $5.35M | Sell |
19,940
-2,060
| -9% | -$553K | 1.12% | 17 |
|
|
2024
Q4 | $7.36M | Sell |
22,000
-452
| -2% | -$151K | 1.32% | 11 |
|
|
2024
Q3 | $6.15M | Sell |
22,452
-1,278
| -5% | -$350K | 1.07% | 21 |
|
|
2024
Q2 | $6.1M | Sell |
23,730
-3,200
| -12% | -$823K | 1.14% | 18 |
|
|
2024
Q1 | $8.11M | Sell |
26,930
-3,275
| -11% | -$986K | 1.6% | 5 |
|
|
2023
Q4 | $7.95M | Sell |
30,205
-6,255
| -17% | -$1.65M | 1.56% | 5 |
|
|
2023
Q3 | $7.39M | Sell |
36,460
-1,168
| -3% | -$237K | 1.21% | 10 |
|
|
2023
Q2 | $7.95M | Sell |
37,628
-4,585
| -11% | -$969K | 1.11% | 14 |
|
|
2023
Q1 | $8.43M | Sell |
42,213
-2,819
| -6% | -$563K | 1.23% | 12 |
|
|
2022
Q4 | $5.97M | Buy |
45,032
+656
| +1% | +$87K | 0.93% | 21 |
|
|
2022
Q3 | $6.38M | Buy |
44,376
+29,542
| +199% | +$4.25M | 1.02% | 19 |
|
|
2022
Q2 | $2.45M | Sell |
14,834
-863
| -5% | -$142K | 0.4% | 76 |
|
|
2022
Q1 | $3.33M | Sell |
15,697
-442
| -3% | -$93.9K | 0.42% | 67 |
|
|
2021
Q4 | $4.1M | Buy |
16,139
+3,830
| +31% | +$973K | 0.47% | 55 |
|
|
2021
Q3 | $3.34M | Sell |
12,309
-155
| -1% | -$42K | 0.41% | 74 |
|
|
2021
Q2 | $3.05M | Sell |
12,464
-2,321
| -16% | -$567K | 0.35% | 96 |
|
|
2021
Q1 | $3.13M | Sell |
14,785
-902
| -6% | -$191K | 0.38% | 82 |
|
|
2020
Q4 | $3.49M | Sell |
15,687
-1,267
| -7% | -$282K | 0.43% | 71 |
|
|
2020
Q3 | $4.26M | Sell |
16,954
-7,727
| -31% | -$1.94M | 0.61% | 25 |
|
|
2020
Q2 | $4.62M | Buy |
24,681
+15,112
| +158% | +$2.83M | 0.76% | 26 |
|
|
2020
Q1 | $1.38M | Buy |
+9,569
| New | +$1.38M | 0.28% | 115 |
|
|
2017
Q4 | – | Sell |
-28,120
| Closed | -$2.63M | – | 370 |
|
|
2017
Q3 | $2.63M | Sell |
28,120
-1,778
| -6% | -$166K | 0.36% | 73 |
|
|
2017
Q2 | $2.59M | Sell |
29,898
-2,096
| -7% | -$182K | 0.37% | 79 |
|
|
2017
Q1 | $2.64M | Sell |
31,994
-4,549
| -12% | -$375K | 0.41% | 59 |
|
|
2016
Q4 | $2.5M | Buy |
36,543
+4,454
| +14% | +$305K | 0.41% | 61 |
|
|
2016
Q3 | $2.29M | Sell |
32,089
-3,538
| -10% | -$252K | 0.37% | 65 |
|
|
2016
Q2 | $2.83M | Sell |
35,627
-38,064
| -52% | -$3.02M | 0.47% | 53 |
|
|
2016
Q1 | $5.44M | Buy |
73,691
+1,120
| +2% | +$82.7K | 0.93% | 27 |
|
|
2015
Q4 | $5.69M | Buy |
72,571
+427
| +0.6% | +$33.5K | 0.89% | 27 |
|
|
2015
Q3 | $5.01M | Sell |
72,144
-19
| -0% | -$1.32K | 0.82% | 35 |
|
|
2015
Q2 | $5.03M | Sell |
72,163
-75,529
| -51% | -$5.26M | 0.76% | 34 |
|
|
2015
Q1 | $9.87M | Buy |
147,692
+769
| +0.5% | +$51.4K | 1.38% | 15 |
|
|
2014
Q4 | $8.71M | Sell |
146,923
-6,896
| -4% | -$409K | 1.27% | 15 |
|
|
2014
Q3 | $8.85M | Buy |
153,819
+17,198
| +13% | +$989K | 1.35% | 13 |
|
|
2014
Q2 | $7.94M | Sell |
136,621
-9,076
| -6% | -$527K | 1.17% | 17 |
|
|
2014
Q1 | $8.32M | Sell |
145,697
-2,741
| -2% | -$156K | 1.21% | 17 |
|
|
2013
Q4 | $8.19M | Buy |
148,438
+2,286
| +2% | +$126K | 1.16% | 12 |
|
|
2013
Q3 | $7.59M | Sell |
146,152
-82,114
| -36% | -$4.26M | 1.15% | 12 |
|
|
2013
Q2 | $8.72M | Buy |
+228,266
| New | +$8.72M | 1.54% | 7 |
|