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Beacon Financial Group’s Salesforce CRM Stock Holding History

Beacon Financial Group’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
Q2 		$232K Sell
1,481
-203
-12% -$35.7K 0.02% 351
2026
Q1 		$314K Buy
1,684
+239
+17% +$49.5K 0.03% 285
2025
Q4 		$383K Buy
1,445
+73
+5% +$18.1K 0.04% 262
2025
Q3 		$325K Buy
1,372
+5
+0.4% +$1.26K 0.03% 287
2025
Q2 		$373K Sell
1,367
-159
-10% -$42.5K 0.04% 261
2025
Q1 		$410K Buy
1,526
+6
+0.4% +$1.87K 0.04% 239
2024
Q4 		$508K Sell
1,520
-131
-8% -$41.8K 0.05% 222
2024
Q3 		$452K Sell
1,651
-160
-9% -$41K 0.05% 225
2024
Q2 		$466K Buy
1,811
+153
+9% +$40.9K 0.05% 218
2024
Q1 		$499K Buy
1,658
+247
+18% +$71.3K 0.06% 216
2023
Q4 		$371K Buy
+1,411
New +$319K 0.05% 238
2023
Q3 		– Sell
-1,398
Closed -$294K – 234
2023
Q2 		$294K Buy
+1,398
New +$285K 0.04% 207

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Beacon Financial Group's CRM Position: Q2 2026 in Review

Beacon Financial Group reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $35.7K and leaving 1,481 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #351.

Beacon Financial Group first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $508K in Q4 2024. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beacon Financial Group held 1,481 shares of Salesforce worth $232K as of Q2 2026.
  • Beacon Financial Group sold 203 Salesforce shares in Q2 2026, an estimated $35.7K.
  • Salesforce made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #351 holding.
  • Beacon Financial Group first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Beacon Financial Group's Salesforce position peaked at $508K in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.