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Beaumont Financial Advisors’s Salesforce CRM Stock Holding History

Beaumont Financial 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
Q2 		$4.4M Sell
28,078
-3,972
-12% -$698K 0.28% 63
2026
Q1 		$5.98M Buy
32,050
+30,452
+1,906% +$6.31M 0.41% 56
2025
Q4 		$423K Sell
1,598
-39
-2% -$9.69K 0.03% 250
2025
Q3 		$388K Sell
1,637
-44
-3% -$11.1K 0.03% 274
2025
Q2 		$458K Sell
1,681
-735
-30% -$197K 0.03% 234
2025
Q1 		$648K Buy
2,416
+32
+1% +$9.95K 0.05% 193
2024
Q4 		$797K Buy
2,384
+364
+18% +$116K 0.06% 170
2024
Q3 		$553K Sell
2,020
-563
-22% -$144K 0.04% 201
2024
Q2 		$664K Buy
2,583
+113
+5% +$30.2K 0.05% 182
2024
Q1 		$744K Sell
2,470
-51
-2% -$14.7K 0.06% 170
2023
Q4 		$663K Buy
2,521
+544
+28% +$123K 0.06% 170
2023
Q3 		$401K Sell
1,977
-47
-2% -$10.2K 0.04% 205
2023
Q2 		$428K Buy
2,024
+101
+5% +$20.6K 0.04% 212
2023
Q1 		$384K Buy
1,923
+142
+8% +$24K 0.04% 210
2022
Q4 		$236K Sell
1,781
-989
-36% -$144K 0.02% 285
2022
Q3 		$398K Buy
2,770
+45
+2% +$7.63K 0.04% 198
2022
Q2 		$450K Buy
2,725
+138
+5% +$24.4K 0.04% 190
2022
Q1 		$551K Buy
2,587
+173
+7% +$37.2K 0.04% 196
2021
Q4 		$613K Sell
2,414
-678
-22% -$191K 0.04% 186
2021
Q3 		$838K Buy
3,092
+269
+10% +$68.3K 0.06% 157
2021
Q2 		$690K Sell
2,823
-38
-1% -$8.76K 0.05% 174
2021
Q1 		$606K Sell
2,861
-162
-5% -$36.1K 0.05% 176
2020
Q4 		$673K Buy
3,023
+1,011
+50% +$246K 0.06% 171
2020
Q3 		$506K Buy
2,012
+105
+6% +$23K 0.05% 195
2020
Q2 		$357K Buy
1,907
+21
+1% +$3.54K 0.04% 213
2020
Q1 		$272K Buy
1,886
+49
+3% +$8.4K 0.03% 200
2019
Q4 		$299K Buy
1,837
+453
+33% +$71K 0.03% 224
2019
Q3 		$205K Buy
+1,384
New +$210K 0.02% 258

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

Beaumont Financial Advisors's CRM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $698K and leaving 28,078 shares worth $4.4M. The position accounts for 0.28% of the portfolio, ranked #63.

Beaumont Financial Advisors first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.98M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beaumont Financial Advisors held 28,078 shares of Salesforce worth $4.4M as of Q2 2026.
  • Beaumont Financial Advisors sold 3,972 Salesforce shares in Q2 2026, an estimated $698K.
  • Salesforce made up 0.28% of Beaumont Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Beaumont Financial Advisors first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Beaumont Financial Advisors's Salesforce position peaked at $5.98M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.