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Beacon Pointe Advisors’s Salesforce CRM Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-100
Closed -$1K – 1078
2022
Q1 		$1K Buy
+100
New +$21.5K ﹤0.01% 1189

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 Pointe Advisors's CRM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Salesforce (CRM) stake by 5.3% in Q2 2026, selling an estimated $996K and leaving 102,138 shares worth $16M. The position accounts for 0.07% of the portfolio, ranked #240.

Beacon Pointe Advisors first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.1M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beacon Pointe Advisors held 102,138 shares of Salesforce worth $16M as of Q2 2026.
  • Beacon Pointe Advisors sold 5,666 Salesforce shares in Q2 2026, an estimated $996K.
  • Salesforce made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #240 holding.
  • Beacon Pointe Advisors first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Salesforce position peaked at $20.1M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.