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Essex Savings Bank’s Salesforce CRM Stock Holding History

Essex Savings Bank’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 		$562K Sell
3,590
-650
-15% -$114K 0.12% 167
2026
Q1 		$791K Sell
4,240
-85
-2% -$17.6K 0.18% 117
2025
Q4 		$1.15M Sell
4,325
-208
-5% -$51.7K 0.25% 85
2025
Q3 		$1.07M Sell
4,533
-216
-5% -$54.5K 0.24% 87
2025
Q2 		$1.29M Sell
4,749
-130
-3% -$34.8K 0.31% 74
2025
Q1 		$1.31M Buy
4,879
+304
+7% +$94.6K 0.32% 70
2024
Q4 		$1.53M Buy
4,575
+24
+0.5% +$7.66K 0.38% 60
2024
Q3 		$1.25M Buy
4,551
+225
+5% +$57.6K 0.31% 74
2024
Q2 		$1.11M Sell
4,326
-156
-3% -$41.7K 0.3% 82
2024
Q1 		$1.18M Hold
4,482
– – 0.34% 72
2023
Q4 		$1.18M Buy
4,482
+445
+11% +$101K 0.34% 72
2023
Q3 		$819K Sell
4,037
-289
-7% -$62.4K 0.28% 82
2023
Q2 		$914K Sell
4,326
-547
-11% -$112K 0.31% 78
2023
Q1 		$974K Buy
4,873
+218
+5% +$36.8K 0.34% 73
2022
Q4 		$617K Buy
4,655
+403
+9% +$58.8K 0.22% 94
2022
Q3 		$611K Buy
4,252
+8
+0.2% +$1.36K 0.24% 92
2022
Q2 		$700K Sell
4,244
-693
-14% -$122K 0.27% 85
2022
Q1 		$1.05M Buy
4,937
+811
+20% +$175K 0.35% 72
2021
Q4 		$1.05M Buy
4,126
+140
+4% +$39.3K 0.36% 73
2021
Q3 		$1.06M Buy
3,986
+97
+2% +$24.6K 0.38% 71
2021
Q2 		$926K Buy
3,889
+125
+3% +$28.8K 0.36% 77
2021
Q1 		$815K Buy
3,764
+5
+0.1% +$1.11K 0.36% 75
2020
Q4 		$836K Buy
3,759
+273
+8% +$66.4K 0.37% 73
2020
Q3 		$876K Buy
3,486
+1,569
+82% +$343K 0.43% 61
2020
Q2 		$359K Buy
1,917
+251
+15% +$42.3K 0.21% 107
2020
Q1 		$240K Buy
1,666
+81
+5% +$13.9K 0.17% 129
2019
Q4 		$258K Sell
1,585
-45
-3% -$7.05K 0.13% 150
2019
Q3 		$242K Sell
1,630
-162
-9% -$24.6K 0.13% 153
2019
Q2 		$272K Buy
1,792
+1,387
+342% +$217K 0.1% 184
2019
Q1 		$64K Buy
405
+250
+161% +$38.7K 0.04% 265
2018
Q4 		$21K Buy
+155
New +$21.3K 0.01% 399

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Essex Savings Bank's CRM Position: Q2 2026 in Review

Essex Savings Bank reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $114K and leaving 3,590 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #167.

Essex Savings Bank first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.53M in Q4 2024. 1,154 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Essex Savings Bank held 3,590 shares of Salesforce worth $562K as of Q2 2026.
  • Essex Savings Bank sold 650 Salesforce shares in Q2 2026, an estimated $114K.
  • Salesforce made up 0.12% of Essex Savings Bank's portfolio in Q2 2026, its #167 holding.
  • Essex Savings Bank first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Salesforce position peaked at $1.53M in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.