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Beaumont Asset Management’s Salesforce CRM Stock Holding History

Beaumont Asset Management’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 		$961K Sell
6,132
-108
-2% -$19K 0.37% 43
2026
Q1 		$1.16M Sell
6,240
-1,257
-17% -$260K 0.52% 36
2025
Q4 		$1.99M Sell
7,497
-155
-2% -$38.5K 0.99% 22
2025
Q3 		$1.81M Sell
7,652
-75
-1% -$18.9K 0.91% 23
2025
Q2 		$2.11M Buy
7,727
+85
+1% +$22.7K 1.13% 20
2025
Q1 		$2.05M Buy
7,642
+16
+0.2% +$4.98K 1.24% 15
2024
Q4 		$2.55M Sell
7,626
-181
-2% -$57.8K 1.48% 14
2024
Q3 		$2.14M Sell
7,807
-1,245
-14% -$319K 1.24% 18
2024
Q2 		$2.33M Sell
9,052
-31
-0.3% -$8.29K 1.5% 14
2024
Q1 		$2.74M Buy
9,083
+182
+2% +$52.5K 1.82% 12
2023
Q4 		$2.34M Buy
8,901
+39
+0.4% +$8.83K 1.65% 12
2023
Q3 		$1.8M Sell
8,862
-64
-0.7% -$13.8K 1.48% 12
2023
Q2 		$1.89M Sell
8,926
-82
-0.9% -$16.7K 1.43% 13
2023
Q1 		$1.8M Sell
9,008
-4,847
-35% -$819K 1.32% 14
2022
Q4 		$1.84M Sell
13,855
-429
-3% -$62.6K 1.35% 16
2022
Q3 		$2.05M Buy
14,284
+115
+0.8% +$19.5K 1.63% 13
2022
Q2 		$2.34M Buy
14,169
+217
+2% +$38.3K 1.77% 11
2022
Q1 		$2.96M Buy
13,952
+1,193
+9% +$257K 2% 11
2021
Q4 		$3.24M Buy
12,759
+40
+0.3% +$11.2K 2.16% 11
2021
Q3 		$3.45M Buy
12,719
+364
+3% +$92.4K 2.57% 10
2021
Q2 		$3.02M Buy
12,355
+239
+2% +$55.1K 2.32% 11
2021
Q1 		$2.57M Buy
12,116
+499
+4% +$111K 2.15% 11
2020
Q4 		$2.58M Buy
11,617
+78
+0.7% +$19K 2.33% 11
2020
Q3 		$2.9M Sell
11,539
-167
-1% -$36.6K 2.91% 8
2020
Q2 		$2.19M Buy
11,706
+202
+2% +$34K 2.29% 11
2020
Q1 		$1.66M Sell
11,504
-448
-4% -$76.8K 1.99% 12
2019
Q4 		$1.94M Buy
+11,952
New +$1.87M 1.86% 12

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

Beaumont Asset Management's CRM Position: Q2 2026 in Review

Beaumont Asset Management reduced its Salesforce (CRM) stake by 1.7% in Q2 2026, selling an estimated $19K and leaving 6,132 shares worth $961K. The position accounts for 0.37% of the portfolio, ranked #43.

Beaumont Asset Management first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.45M in Q3 2021. 646 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beaumont Asset Management held 6,132 shares of Salesforce worth $961K as of Q2 2026.
  • Beaumont Asset Management sold 108 Salesforce shares in Q2 2026, an estimated $19K.
  • Salesforce made up 0.37% of Beaumont Asset Management's portfolio in Q2 2026, its #43 holding.
  • Beaumont Asset Management first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Beaumont Asset Management's Salesforce position peaked at $3.45M in Q3 2021.
  • 646 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.