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Essex LLC’s Salesforce CRM Stock Holding History

Essex LLC’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
Q2 		$348K Sell
2,224
-195
-8% -$34.3K 0.05% 139
2026
Q1 		$452K Sell
2,419
-1,375
-36% -$285K 0.08% 121
2025
Q4 		$1.01M Buy
3,794
+501
+15% +$125K 0.18% 83
2025
Q3 		$780K Buy
3,293
+394
+14% +$99.4K 0.14% 96
2025
Q2 		$791K Buy
2,899
+447
+18% +$120K 0.16% 97
2025
Q1 		$658K Buy
2,452
+611
+33% +$190K 0.14% 93
2024
Q4 		$616K Buy
1,841
+27
+1% +$8.62K 0.13% 98
2024
Q3 		$497K Buy
1,814
+60
+3% +$15.4K 0.1% 108
2024
Q2 		$451K Sell
1,754
-235
-12% -$62.9K 0.1% 108
2024
Q1 		$599K Sell
1,989
-10
-0.5% -$2.88K 0.14% 97
2023
Q4 		$526K Buy
1,999
+132
+7% +$29.9K 0.13% 104
2023
Q3 		$379K Sell
1,867
-125
-6% -$27K 0.11% 113
2023
Q2 		$421K Sell
1,992
-136
-6% -$27.8K 0.12% 103
2023
Q1 		$282K Hold
2,128
– – 0.09% 127
2022
Q4 		$282K Sell
2,128
-67
-3% -$9.78K 0.09% 127
2022
Q3 		$316K Buy
2,195
+5
+0.2% +$848 0.1% 114
2022
Q2 		$361K Sell
2,190
-151
-6% -$26.7K 0.11% 115
2022
Q1 		$497K Sell
2,341
-40
-2% -$8.61K 0.13% 110
2021
Q4 		$605K Buy
2,381
+70
+3% +$19.7K 0.16% 106
2021
Q3 		$627K Buy
+2,311
New +$587K 0.17% 104

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Essex LLC's CRM Position: Q2 2026 in Review

Essex LLC reduced its Salesforce (CRM) stake by 8.1% in Q2 2026, selling an estimated $34.3K and leaving 2,224 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #139.

Essex LLC first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Essex LLC held 2,224 shares of Salesforce worth $348K as of Q2 2026.
  • Essex LLC sold 195 Salesforce shares in Q2 2026, an estimated $34.3K.
  • Salesforce made up 0.05% of Essex LLC's portfolio in Q2 2026, its #139 holding.
  • Essex LLC first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's Salesforce position peaked at $1.01M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.