A detailed history of Essex Financial Services, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Essex Financial Services, Inc. holds 3,268 shares of CRM stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,312 1.33%
Holding current value
$1.05 Million
Previous $851,000 5.05%
% of portfolio
0.04%
Previous 0.04%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$238.42 - $276.53 $10,490 - $12,167
-44 Reduced 1.33%
3,268 $894,000
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $13,952 - $19,503
64 Added 1.97%
3,312 $851,000
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $87,204 - $121,896
400 Added 14.04%
3,248 $835,000
Q1 2024

Apr 23, 2024

BUY
$251.12 - $316.88 $152,178 - $192,029
606 Added 27.03%
2,848 $857,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $45,530 - $62,002
232 Added 11.54%
2,242 $589,000
Q3 2023

Nov 15, 2023

BUY
$202.49 - $234.37 $1,012 - $1,171
5 Added 0.25%
2,010 $407,000
Q2 2023

Aug 08, 2023

SELL
$188.89 - $223.38 $80,089 - $94,713
-424 Reduced 17.46%
2,005 $423,000
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $29,656 - $43,951
220 Added 9.96%
2,429 $485,000
Q4 2022

Feb 10, 2023

SELL
$128.21 - $165.27 $148,723 - $191,713
-1,160 Reduced 34.43%
2,209 $292,000
Q3 2022

Nov 07, 2022

SELL
$143.84 - $191.27 $64,008 - $85,115
-445 Reduced 11.67%
3,369 $485,000
Q2 2022

Aug 01, 2022

SELL
$155.6 - $218.85 $75,466 - $106,142
-485 Reduced 11.28%
3,814 $629,000
Q1 2022

Apr 21, 2022

BUY
$190.54 - $255.46 $36,012 - $48,281
189 Added 4.6%
4,299 $913,000
Q4 2021

Feb 11, 2022

SELL
$247.21 - $309.96 $45,733 - $57,342
-185 Reduced 4.31%
4,110 $1.04 Million
Q3 2021

Nov 10, 2021

BUY
$237.55 - $285.63 $71,740 - $86,260
302 Added 7.56%
4,295 $1.17 Million
Q1 2021

May 11, 2021

BUY
$205.33 - $248.59 $58,519 - $70,848
285 Added 7.69%
3,993 $846,000
Q4 2020

Feb 05, 2021

BUY
$220.15 - $267.07 $71,108 - $86,263
323 Added 9.54%
3,708 $825,000
Q3 2020

Nov 10, 2020

BUY
$185.51 - $281.25 $111,677 - $169,312
602 Added 21.63%
3,385 $851,000
Q2 2020

Aug 06, 2020

SELL
$134.06 - $191.65 $83,251 - $119,014
-621 Reduced 18.24%
2,783 $521,000
Q1 2020

May 15, 2020

SELL
$124.3 - $193.36 $201,117 - $312,856
-1,618 Reduced 32.22%
3,404 $490,000
Q4 2019

Jan 30, 2020

BUY
$142.33 - $164.98 $65,898 - $76,385
463 Added 10.16%
5,022 $817,000
Q3 2019

Nov 04, 2019

BUY
$139.72 - $159.97 $7,405 - $8,478
53 Added 1.18%
4,559 $677,000
Q2 2019

Jul 30, 2019

BUY
$145.1 - $165.96 $5,949 - $6,804
41 Added 0.92%
4,506 $684,000
Q1 2019

May 02, 2019

BUY
$130.4 - $166.95 $42,380 - $54,258
325 Added 7.85%
4,465 $707,000
Q4 2018

Feb 07, 2019

BUY
$120.67 - $159.86 $17,376 - $23,019
144 Added 3.6%
4,140 $567,000
Q3 2018

Nov 05, 2018

BUY
$137.15 - $160.43 $41,145 - $48,129
300 Added 8.12%
3,996 $635,000
Q2 2018

Aug 07, 2018

BUY
$115.3 - $139.8 $26,864 - $32,573
233 Added 6.73%
3,696 $504,000
Q1 2018

May 03, 2018

SELL
$104.03 - $127.99 $137,527 - $169,202
-1,322 Reduced 27.63%
3,463 $403,000
Q4 2017

Feb 07, 2018

SELL
$93.94 - $108.8 $48,285 - $55,923
-514 Reduced 9.7%
4,785 $489,000
Q3 2017

Nov 03, 2017

BUY
$87.63 - $97.71 $74,660 - $83,248
852 Added 19.16%
5,299 $495,000
Q2 2017

Aug 07, 2017

BUY
N/A
4,447
4,447 $385,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $322B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.