Beech Hill Advisors
CRM icon

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
Q3 		$3.59M Buy
15,645
+279
+2% +$57.6K 1.63% 19
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% -$8.42K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beech Hill Advisors's CRM Position: Q3 2026 in Review

Beech Hill Advisors increased its Salesforce (CRM) stake by 1.8% in Q3 2026, buying an estimated $57.6K and bringing the position to 15,645 shares worth $3.59M. The position accounts for 1.63% of the portfolio, ranked #19.

Beech Hill Advisors first reported a position in CRM in Q2 2016 and has held it in 30 quarters since. The position peaked at $4.84M in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Beech Hill Advisors held 15,645 shares of Salesforce worth $3.59M as of Q3 2026.
  • Beech Hill Advisors bought 279 Salesforce shares in Q3 2026, an estimated $57.6K.
  • Salesforce made up 1.63% of Beech Hill Advisors's portfolio in Q3 2026, its #19 holding.
  • Beech Hill Advisors first reported a position in Salesforce in Q2 2016 and has held it in 30 quarters since.
  • Beech Hill Advisors's Salesforce position peaked at $4.84M in Q4 2024.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Beech Hill Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.