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Beacon Financial Advisory’s Salesforce CRM Stock Holding History

Beacon Financial Advisory’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 		$546K Buy
2,925
+679
+30% +$141K 0.12% 209
2025
Q4 		$595K Buy
2,246
+321
+17% +$79.8K 0.14% 186
2025
Q3 		$456K Buy
1,925
+17
+0.9% +$4.29K 0.11% 221
2025
Q2 		$520K Sell
1,908
-274
-13% -$73.3K 0.13% 197
2025
Q1 		$585K Buy
2,182
+81
+4% +$25.2K 0.18% 147
2024
Q4 		$703K Sell
2,101
-71
-3% -$22.7K 0.23% 122
2024
Q3 		$594K Buy
2,172
+525
+32% +$134K 0.2% 135
2024
Q2 		$424K Buy
1,647
+334
+25% +$89.4K 0.16% 164
2024
Q1 		$395K Buy
1,313
+4
+0.3% +$1.15K 0.19% 146
2023
Q4 		$344K Sell
1,309
-245
-16% -$55.4K 0.17% 164
2023
Q3 		$315K Buy
1,554
+213
+16% +$46K 0.17% 158
2023
Q2 		$283K Buy
1,341
+135
+11% +$27.6K 0.16% 170
2023
Q1 		$241K Buy
+1,206
New +$204K 0.15% 177
2022
Q3 		– Sell
-1,362
Closed -$225K – 195
2022
Q2 		$225K Sell
1,362
-31
-2% -$5.48K 0.13% 196
2022
Q1 		$296K Sell
1,393
-148
-10% -$31.9K 0.14% 178
2021
Q4 		$392K Buy
1,541
+150
+11% +$42.1K 0.18% 151
2021
Q3 		$377K Buy
1,391
+6
+0.4% +$1.52K 0.2% 148
2021
Q2 		$338K Buy
1,385
+10
+0.7% +$2.31K 0.18% 151
2021
Q1 		$291K Buy
1,375
+25
+2% +$5.57K 0.17% 153
2020
Q4 		$300K Sell
1,350
-124
-8% -$30.2K 0.2% 145
2020
Q3 		$370K Buy
+1,474
New +$323K 0.32% 107
2020
Q1 		– Sell
-1,911
Closed -$310K – 139
2019
Q4 		$310K Buy
+1,911
New +$300K 0.27% 109

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Beacon Financial Advisory's CRM Position: Q1 2026 in Review

Beacon Financial Advisory increased its Salesforce (CRM) stake by 30% in Q1 2026, buying an estimated $141K and bringing the position to 2,925 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #209.

Beacon Financial Advisory first reported a position in CRM in Q4 2019 and has held it in 22 quarters since. The position peaked at $703K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Beacon Financial Advisory held 2,925 shares of Salesforce worth $546K as of Q1 2026.
  • Beacon Financial Advisory bought 679 Salesforce shares in Q1 2026, an estimated $141K.
  • Salesforce made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #209 holding.
  • Beacon Financial Advisory first reported a position in Salesforce in Q4 2019 and has held it in 22 quarters since.
  • Beacon Financial Advisory's Salesforce position peaked at $703K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.