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Beaton Management Company’s Salesforce CRM Stock Holding History

Beaton Management Company’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 		$259K Sell
1,385
-100
-7% -$20.7K 0.12% 126
2025
Q4 		$393K Buy
1,485
+100
+7% +$24.9K 0.17% 105
2025
Q3 		$328K Sell
1,385
-100
-7% -$25.2K 0.15% 109
2025
Q2 		$405K Buy
1,485
+100
+7% +$26.7K 0.2% 100
2025
Q1 		$372K Sell
1,385
-190
-12% -$59.1K 0.19% 102
2024
Q4 		$527K Hold
1,575
– – 0.27% 87
2024
Q3 		$431K Hold
1,575
– – 0.22% 97
2024
Q2 		$405K Buy
1,575
+44
+3% +$11.8K 0.22% 99
2024
Q1 		$461K Buy
1,531
+269
+21% +$77.6K 0.25% 91
2023
Q4 		$332K Hold
1,262
– – 0.2% 103
2023
Q3 		$256K Buy
1,262
+12
+1% +$2.59K 0.17% 114
2023
Q2 		$264K Hold
1,250
– – 0.17% 114
2023
Q1 		$250K Buy
+1,250
New +$211K 0.17% 115
2022
Q2 		– Sell
-1,048
Closed -$223K – 131
2022
Q1 		$223K Buy
1,048
+50
+5% +$10.8K 0.14% 130
2021
Q4 		$254K Hold
998
– – 0.15% 124
2021
Q3 		$271K Buy
998
+98
+11% +$24.9K 0.18% 118
2021
Q2 		$220K Buy
+900
New +$207K 0.14% 132

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

Beaton Management Company's CRM Position: Q1 2026 in Review

Beaton Management Company reduced its Salesforce (CRM) stake by 6.7% in Q1 2026, selling an estimated $20.7K and leaving 1,385 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #126.

Beaton Management Company first reported a position in CRM in Q2 2021 and has held it in 17 quarters since. The position peaked at $527K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Beaton Management Company held 1,385 shares of Salesforce worth $259K as of Q1 2026.
  • Beaton Management Company sold 100 Salesforce shares in Q1 2026, an estimated $20.7K.
  • Salesforce made up 0.12% of Beaton Management Company's portfolio in Q1 2026, its #126 holding.
  • Beaton Management Company first reported a position in Salesforce in Q2 2021 and has held it in 17 quarters since.
  • Beaton Management Company's Salesforce position peaked at $527K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.