BFS
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Beacon Financial Strategies’s Salesforce CRM Stock Holding History

Beacon Financial Strategies’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 		$1.25K Hold
8
– – ﹤0.01% 198
2026
Q1 		$1.49K Hold
8
– – ﹤0.01% 166
2025
Q4 		$2.12K Buy
+8
New +$1.99K ﹤0.01% 170

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Beacon Financial Strategies held its Salesforce (CRM) position steady in Q2 2026 at 8 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Beacon Financial Strategies first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.12K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beacon Financial Strategies held 8 shares of Salesforce worth $1.25K as of Q2 2026.
  • Beacon Financial Strategies left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #198 holding.
  • Beacon Financial Strategies first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Salesforce position peaked at $2.12K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.