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Beacon Capital Management LLC (Tennessee)’s Salesforce CRM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-1,228
Closed -$325K – 169
2025
Q4 		$325K Sell
1,228
-144
-10% -$35.8K 0.05% 114
2025
Q3 		$325K Buy
1,372
+46
+3% +$11.6K 0.05% 100
2025
Q2 		$362K Sell
1,326
-141
-10% -$37.7K 0.05% 90
2025
Q1 		$394K Buy
1,467
+24
+2% +$7.46K 0.05% 77
2024
Q4 		$482K Buy
1,443
+1
+0.1% +$319 0.06% 64
2024
Q3 		$395K Buy
1,442
+85
+6% +$21.8K 0.06% 74
2024
Q2 		$349K Buy
1,357
+418
+45% +$112K 0.06% 68
2024
Q1 		$283K Buy
939
+147
+19% +$42.4K 0.06% 79
2023
Q4 		$161K Sell
792
-56
-7% -$12.7K 0.05% 106
2023
Q3 		$179K Hold
848
– – 0.05% 100
2023
Q2 		$179K Buy
848
+196
+30% +$40K 0.05% 100
2023
Q1 		$130K Sell
652
-398
-38% -$67.2K 0.04% 113
2022
Q4 		$139K Buy
1,050
+1,007
+2,342% +$147K 0.05% 118
2022
Q3 		$7K Sell
43
-153
-78% -$25.9K ﹤0.01% 528
2022
Q2 		$42K Hold
196
– – 0.01% 268
2022
Q1 		$42K Buy
+196
New +$42.2K 0.01% 268

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CRM Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,228 shares — an estimated $325K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CRM in Q1 2022 and held it in 16 quarters. The position peaked at $482K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,228 Salesforce shares in Q1 2026, an estimated $325K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Salesforce in Q1 2022 and held it in 16 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Salesforce position peaked at $482K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.