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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
Q2 		$426K Sell
2,709
-2,222
-45% -$391K 0.02% 236
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 $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

Beese Fulmer Investment Management's CRM Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Salesforce (CRM) stake by 45% in Q2 2026, selling an estimated $391K and leaving 2,709 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #236.

Beese Fulmer Investment Management first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.3M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beese Fulmer Investment Management held 2,709 shares of Salesforce worth $426K as of Q2 2026.
  • Beese Fulmer Investment Management sold 2,222 Salesforce shares in Q2 2026, an estimated $391K.
  • Salesforce made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #236 holding.
  • Beese Fulmer Investment Management first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Beese Fulmer Investment Management's Salesforce position peaked at $21.3M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.