EL
Essex LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
2,899
+447
| +18% | +$122K | 0.16% | 97 |
|
|
2025
Q1 | $658K | Buy |
2,452
+611
| +33% | +$164K | 0.14% | 93 |
|
|
2024
Q4 | $616K | Buy |
1,841
+27
| +1% | +$9.03K | 0.13% | 98 |
|
|
2024
Q3 | $497K | Buy |
1,814
+60
| +3% | +$16.4K | 0.1% | 108 |
|
|
2024
Q2 | $451K | Sell |
1,754
-235
| -12% | -$60.4K | 0.1% | 108 |
|
|
2024
Q1 | $599K | Sell |
1,989
-10
| -0.5% | -$3.01K | 0.14% | 97 |
|
|
2023
Q4 | $526K | Buy |
1,999
+132
| +7% | +$34.7K | 0.13% | 104 |
|
|
2023
Q3 | $379K | Sell |
1,867
-125
| -6% | -$25.3K | 0.11% | 113 |
|
|
2023
Q2 | $421K | Sell |
1,992
-136
| -6% | -$28.7K | 0.12% | 103 |
|
|
2023
Q1 | $282K | Hold |
2,128
| – | – | 0.09% | 127 |
|
|
2022
Q4 | $282K | Sell |
2,128
-67
| -3% | -$8.88K | 0.09% | 127 |
|
|
2022
Q3 | $316K | Buy |
2,195
+5
| +0.2% | +$720 | 0.1% | 114 |
|
|
2022
Q2 | $361K | Sell |
2,190
-151
| -6% | -$24.9K | 0.11% | 115 |
|
|
2022
Q1 | $497K | Sell |
2,341
-40
| -2% | -$8.49K | 0.13% | 110 |
|
|
2021
Q4 | $605K | Buy |
2,381
+70
| +3% | +$17.8K | 0.16% | 106 |
|
|
2021
Q3 | $627K | Buy |
+2,311
| New | +$627K | 0.17% | 104 |
|