Essex Financial Services, Inc.

Position in CRM — Salesforce, Inc.

CIK 1315785 ESSEX, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$344,808

-$627,742 QoQ

Shares Held

2,201

-57.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,772

of 2,462 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,712,015 across 15 Software - Application names. CRM ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	8,498	$2,875,638
2	ADBE	Adobe Inc.	7,816	$1,602,436
3	ADP	Automatic Data Processing Inc	6,362	$1,424,769
4	UBER	Uber Technologies, Inc	13,970	$1,008,075
5	PAYX	Paychex Inc	8,925	$877,595
6	SHOP	Shopify Inc.	5,676	$648,085
7	ZM	Zoom Communications, Inc.	6,255	$539,869
8	CRM	Salesforce, Inc. This page	2,201	$344,808

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,808	2,201	-57.8%	Shares	Sole	2026-08-10
2026-03-31	$972,550	5,210	-4.1%	Shares	Sole	2026-04-24
2025-12-31	$1,438,461	5,430	-0.6%	Shares	Defined	2026-02-10
2025-09-30	$1,294,968	5,464	+70.9%	Shares	Defined	2025-11-07
2025-06-30	$872,062	3,198	+2.2%	Shares	Defined	2025-07-16
2025-03-31	$839,966	3,130	-6.8%	Shares	Defined	2025-04-25
2024-12-31	$1,122,680	3,358	+2.8%	Shares	Defined	2025-01-29
2024-09-30	$894,484	3,268	-1.3%	Shares	Defined	2024-10-24
2024-06-30	$851,515	3,312	+16.3%	Shares	Defined	2024-08-09
2024-03-31	$857,760	2,848	+27.0%	Shares	Sole	2024-04-24
2023-12-31	$589,959	2,242	+11.5%	Shares	Sole	2024-02-06
2023-09-30	$407,587	2,010	+0.2%	Shares	Sole	2023-11-15
2023-06-30	$423,576	2,005	-17.5%	Shares	Sole	2023-08-09
2023-03-31	$485,265	2,429	+10.0%	Shares	Sole	2023-05-11
2022-12-31	$292,891	2,209	-34.4%	Shares	Sole	2023-02-10
2022-09-30	$484,596	3,369	-11.7%	Shares	Sole	2022-11-07
2022-06-30	$629,462	3,814	-11.3%	Shares	Sole	2022-08-01
2022-03-31	$912,763	4,299	+4.6%	Shares	Sole	2022-04-21
2021-12-31	$1,044,474	4,110	-4.3%	Shares	Sole	2022-02-11
2021-09-30	$1,164,889	4,295	+7.6%	Shares	Sole	2021-11-10
2021-06-30	$975,370	3,993	0.0%	Shares	Sole	2021-07-30
2021-03-31	$845,996	3,993	+7.7%	Shares	Sole	2021-05-11
2020-12-31	$825,141	3,708	+9.5%	Shares	Sole	2021-02-05
2020-09-30	$850,718	3,385	+21.6%	Shares	Sole	2020-11-10
2020-06-30	$521,339	2,783	-18.2%	Shares	Sole	2020-08-06
2020-03-31	$490,107	3,404	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.