BIA
CRM icon

Beacon Investment Advisors’s Salesforce CRM Stock Holding History

Beacon Investment Advisors’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 		$1.44M Buy
7,712
+2,511
+48% +$520K 0.54% 54
2025
Q4 		$1.38M Buy
+5,201
New +$1.29M 0.55% 54

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 Investment Advisors's CRM Position: Q1 2026 in Review

Beacon Investment Advisors increased its Salesforce (CRM) stake by 48% in Q1 2026, buying an estimated $520K and bringing the position to 7,712 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #54.

Beacon Investment Advisors first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Beacon Investment Advisors held 7,712 shares of Salesforce worth $1.44M as of Q1 2026.
  • Beacon Investment Advisors bought 2,511 Salesforce shares in Q1 2026, an estimated $520K.
  • Salesforce made up 0.54% of Beacon Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Beacon Investment Advisors first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.