Essex Bank

Bank

Position in CRM — Salesforce, Inc.

CIK 1752212 Essex, CT

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$562,409

-$229,071 QoQ

Shares Held

3,590

-15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,509

of 2,450 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Essex Bank holds $12,136,386 across 6 Software - Application names. CRM ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	42,730	$9,569,382
2	ADBE	Adobe Inc.	4,369	$895,731
3	CRM	Salesforce, Inc. This page	3,590	$562,409
4	NOW	ServiceNow, Inc.	3,892	$386,396
5	PAYX	Paychex Inc	3,695	$363,328
6	UBER	Uber Technologies, Inc	4,977	$359,140

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,409	3,590	-15.3%	Shares	Sole	2026-07-23
2026-03-31	$791,480	4,240	-2.0%	Shares	Sole	2026-04-17
2025-12-31	$1,145,735	4,325	-4.6%	Shares	Sole	2026-02-02
2025-09-30	$1,074,321	4,533	-4.5%	Shares	Sole	2025-11-04
2025-06-30	$1,295,004	4,749	-2.7%	Shares	Sole	2025-07-11
2025-03-31	$1,309,328	4,879	+6.6%	Shares	Sole	2025-04-21
2024-12-31	$1,529,559	4,575	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,245,653	4,551	+5.2%	Shares	Sole	2024-11-01
2024-06-30	$1,112,213	4,326	-3.5%	Shares	Sole	2024-07-23
2024-03-31	$1,349,888	4,482	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,179,392	4,482	+11.0%	Shares	Sole	2024-01-22
2023-09-30	$818,622	4,037	-6.7%	Shares	Sole	2023-10-12
2023-06-30	$913,910	4,326	-11.2%	Shares	Sole	2023-07-19
2023-03-31	$973,527	4,873	+4.7%	Shares	Sole	2023-04-24
2022-12-31	$617,206	4,655	+9.5%	Shares	Sole	2023-01-18
2022-09-30	$611,606	4,252	+0.2%	Shares	Sole	2022-10-19
2022-06-30	$700,428	4,244	-14.0%	Shares	Sole	2022-07-19
2022-03-31	$1,048,223	4,937	+19.7%	Shares	Sole	2022-05-03
2021-12-31	$1,048,539	4,126	+3.5%	Shares	Sole	2022-02-23
2021-09-30	$1,081,082	3,986	+2.5%	Shares	Sole	2021-10-20
2021-06-30	$949,965	3,889	+3.3%	Shares	Sole	2021-07-29
2021-03-31	$797,477	3,764	+0.1%	Shares	Sole	2021-04-22
2020-12-31	$836,489	3,759	+7.8%	Shares	Sole	2021-02-03
2020-09-30	$876,101	3,486	+81.8%	Shares	Sole	2020-10-26
2020-06-30	$359,111	1,917	+15.1%	Shares	Sole	2020-07-30
2020-03-31	$239,870	1,666	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.