BFIM
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Beese Fulmer Investment Management’s Salesforce CRM Stock Holding History

Beese Fulmer Investment 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
Q1 		$920K Sell
4,931
-61,058
-93% -$12.7M 0.06% 153
2025
Q4 		$17.5M Sell
65,989
-530
-0.8% -$132K 1.14% 27
2025
Q3 		$15.8M Sell
66,519
-194
-0.3% -$48.9K 1.09% 30
2025
Q2 		$18.2M Buy
66,713
+2,587
+4% +$692K 1.36% 21
2025
Q1 		$17.2M Buy
64,126
+286
+0.4% +$89K 1.48% 21
2024
Q4 		$21.3M Sell
63,840
-405
-0.6% -$129K 1.82% 12
2024
Q3 		$17.6M Buy
64,245
+600
+0.9% +$154K 1.51% 20
2024
Q2 		$16.4M Buy
63,645
+33,093
+108% +$8.86M 1.49% 20
2024
Q1 		$9.2M Buy
30,552
+2,607
+9% +$752K 0.87% 44
2023
Q4 		$7.35M Buy
27,945
+779
+3% +$176K 0.76% 46
2023
Q3 		$5.51M Buy
27,166
+1,149
+4% +$248K 0.62% 52
2023
Q2 		$5.5M Buy
26,017
+1,215
+5% +$248K 0.59% 52
2023
Q1 		$4.95M Buy
24,802
+1,262
+5% +$213K 0.57% 56
2022
Q4 		$3.12M Buy
23,540
+848
+4% +$124K 0.38% 71
2022
Q3 		$3.26M Buy
22,692
+294
+1% +$49.9K 0.44% 64
2022
Q2 		$3.7M Buy
22,398
+3,308
+17% +$584K 0.47% 63
2022
Q1 		$4.05M Buy
19,090
+2,046
+12% +$440K 0.44% 64
2021
Q4 		$4.33M Buy
17,044
+2,051
+14% +$576K 0.45% 64
2021
Q3 		$4.07M Buy
14,993
+413
+3% +$105K 0.46% 63
2021
Q2 		$3.56M Buy
14,580
+2,174
+18% +$501K 0.4% 70
2021
Q1 		$2.63M Buy
12,406
+2,906
+31% +$647K 0.32% 83
2020
Q4 		$2.11M Buy
9,500
+6,548
+222% +$1.59M 0.27% 84
2020
Q3 		$742K Buy
2,952
+835
+39% +$183K 0.11% 119
2020
Q2 		$397K Buy
+2,117
New +$357K 0.06% 139

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

Beese Fulmer Investment Management's CRM Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Salesforce (CRM) stake by 93% in Q1 2026, selling an estimated $12.7M and leaving 4,931 shares worth $920K. The position accounts for 0.06% of the portfolio, ranked #153.

Beese Fulmer Investment Management first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $21.3M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Beese Fulmer Investment Management held 4,931 shares of Salesforce worth $920K as of Q1 2026.
  • Beese Fulmer Investment Management sold 61,058 Salesforce shares in Q1 2026, an estimated $12.7M.
  • Salesforce made up 0.06% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #153 holding.
  • Beese Fulmer Investment Management first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Beese Fulmer Investment Management's Salesforce position peaked at $21.3M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.