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Beech Hill Advisors’s Salesforce CRM Stock Holding History

Beech Hill 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 		$2.41M Buy
15,366
+1,701
+12% +$299K 1.06% 41
2026
Q1 		$2.55M Buy
13,665
+2,645
+24% +$548K 1.28% 36
2025
Q4 		$2.92M Sell
11,020
-977
-8% -$243K 1.4% 29
2025
Q3 		$2.84M Buy
11,997
+1,765
+17% +$445K 1.33% 29
2025
Q2 		$2.79M Sell
10,232
-4,043
-28% -$1.08M 1.26% 31
2025
Q1 		$3.83M Sell
14,275
-190
-1% -$59.1K 1.52% 23
2024
Q4 		$4.84M Sell
14,465
-270
-2% -$86.2K 1.81% 17
2024
Q3 		$4.03M Buy
14,735
+346
+2% +$88.6K 1.53% 22
2024
Q2 		$3.7M Buy
14,389
+1,885
+15% +$504K 1.53% 24
2024
Q1 		$3.77M Sell
12,504
-85
-0.7% -$24.5K 1.56% 24
2023
Q4 		$3.31M Sell
12,589
-1,326
-10% -$300K 1.6% 24
2023
Q3 		$2.82M Sell
13,915
-60
-0.4% -$13K 1.42% 33
2023
Q2 		$2.95M Sell
13,975
-102
-0.7% -$20.8K 1.44% 32
2023
Q1 		$2.81M Sell
14,077
-540
-4% -$91.2K 1.42% 33
2022
Q4 		$1.94M Sell
14,617
-974
-6% -$142K 1.08% 39
2022
Q3 		$2.24M Sell
15,591
-5
-0% -$848 1.29% 33
2022
Q2 		$2.57M Sell
15,596
-755
-5% -$133K 1.38% 31
2022
Q1 		$3.47M Buy
16,351
+1,056
+7% +$227K 1.42% 29
2021
Q4 		$3.89M Hold
15,295
– – 1.48% 26
2021
Q3 		$4.15M Sell
15,295
-10
-0.1% -$2.54K 1.72% 20
2021
Q2 		$3.74M Sell
15,305
-5
-0% -$1.15K 1.52% 27
2021
Q1 		$3.24M Buy
15,310
+745
+5% +$166K 1.35% 34
2020
Q4 		$3.24M Buy
14,565
+8,095
+125% +$1.97M 1.44% 30
2020
Q3 		$1.63M Sell
6,470
-1,080
-14% -$236K 0.8% 41
2020
Q2 		$1.41M Sell
7,550
-50
-0.7% -$8.43K 0.72% 45
2020
Q1 		$1.09M Buy
7,600
+4,900
+181% +$840K 0.75% 40
2019
Q4 		$439K Buy
+2,700
New +$423K 0.2% 62
2016
Q4 		– Sell
-5,290
Closed -$377K – 84
2016
Q3 		$377K Sell
5,290
-1,400
-21% -$109K 0.23% 59
2016
Q2 		$531K Buy
+6,690
New +$525K 0.36% 42

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

Beech Hill Advisors's CRM Position: Q2 2026 in Review

Beech Hill Advisors increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $299K and bringing the position to 15,366 shares worth $2.41M. The position accounts for 1.06% of the portfolio, ranked #41.

Beech Hill Advisors first reported a position in CRM in Q2 2016 and has held it in 29 quarters since. The position peaked at $4.84M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beech Hill Advisors held 15,366 shares of Salesforce worth $2.41M as of Q2 2026.
  • Beech Hill Advisors bought 1,701 Salesforce shares in Q2 2026, an estimated $299K.
  • Salesforce made up 1.06% of Beech Hill Advisors's portfolio in Q2 2026, its #41 holding.
  • Beech Hill Advisors first reported a position in Salesforce in Q2 2016 and has held it in 29 quarters since.
  • Beech Hill Advisors's Salesforce position peaked at $4.84M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.