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Beacon Investment Advisory Services’s Salesforce CRM Stock Holding History

Beacon Investment Advisory Services’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 		$2.77M Sell
17,694
-2,125
-11% -$374K 0.1% 109
2026
Q1 		$3.7M Sell
19,819
-545
-3% -$113K 0.15% 99
2025
Q4 		$5.39M Sell
20,364
-2,196
-10% -$546K 0.22% 91
2025
Q3 		$5.35M Sell
22,560
-1,419
-6% -$358K 0.22% 90
2025
Q2 		$6.54M Sell
23,979
-1,019
-4% -$272K 0.29% 76
2025
Q1 		$6.71M Sell
24,998
-2,542
-9% -$791K 0.31% 76
2024
Q4 		$9.21M Sell
27,540
-2,482
-8% -$792K 0.4% 65
2024
Q3 		$8.22M Sell
30,022
-1,184
-4% -$303K 0.34% 67
2024
Q2 		$8.02M Sell
31,206
-1,579
-5% -$423K 0.34% 66
2024
Q1 		$9.87M Sell
32,785
-681
-2% -$196K 0.43% 62
2023
Q4 		$8.81M Sell
33,466
-2,358
-7% -$534K 0.4% 61
2023
Q3 		$7.26M Sell
35,824
-16,549
-32% -$3.58M 0.36% 69
2023
Q2 		$11.1M Sell
52,373
-876
-2% -$179K 0.51% 57
2023
Q1 		$10.6M Sell
53,249
-545
-1% -$92.1K 0.52% 54
2022
Q4 		$7.13M Sell
53,794
-14,553
-21% -$2.12M 0.37% 67
2022
Q3 		$9.83M Sell
68,347
-1,444
-2% -$245K 0.54% 55
2022
Q2 		$11.5M Sell
69,791
-334
-0.5% -$59K 0.6% 49
2022
Q1 		$14.9M Sell
70,125
-1,608
-2% -$346K 0.64% 49
2021
Q4 		$18.2M Buy
71,733
+988
+1% +$278K 0.71% 42
2021
Q3 		$19.2M Sell
70,745
-2,476
-3% -$629K 0.79% 39
2021
Q2 		$17.9M Sell
73,221
-1,335
-2% -$308K 0.72% 41
2021
Q1 		$15.8M Sell
74,556
-201
-0.3% -$44.7K 0.69% 45
2020
Q4 		$16.6M Sell
74,757
-1,105
-1% -$269K 0.77% 42
2020
Q3 		$19.1M Buy
75,862
+683
+0.9% +$150K 0.99% 32
2020
Q2 		$14.1M Buy
75,179
+3,794
+5% +$639K 0.8% 41
2020
Q1 		$10.3M Sell
71,385
-9,952
-12% -$1.71M 0.72% 43
2019
Q4 		$13.2M Buy
81,337
+76,951
+1,754% +$12.1M 0.71% 43
2019
Q3 		$651K Buy
+4,386
New +$667K 0.07% 137

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Beacon Investment Advisory Services's CRM Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $374K and leaving 17,694 shares worth $2.77M. The position accounts for 0.1% of the portfolio, ranked #109.

Beacon Investment Advisory Services first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $19.2M in Q3 2021. 760 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beacon Investment Advisory Services held 17,694 shares of Salesforce worth $2.77M as of Q2 2026.
  • Beacon Investment Advisory Services sold 2,125 Salesforce shares in Q2 2026, an estimated $374K.
  • Salesforce made up 0.1% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #109 holding.
  • Beacon Investment Advisory Services first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Beacon Investment Advisory Services's Salesforce position peaked at $19.2M in Q3 2021.
  • 760 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.