Essex Savings Bank’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 | $1.29M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $974K | Buy |
|
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $700K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $836K | Buy |
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|
2020
Q3 | $876K | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $21K | Buy |
|