BEACON FINANCIAL GROUP

Position in CRM — Salesforce, Inc.

CIK 1591379 DALLAS, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$232,013

-$82,339 QoQ

Shares Held

1,481

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,983

of 2,451 holders

Holding Since

Jun 2023

12 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $3,118,424 across 6 Software - Application names. CRM ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPBD	Upbound Group, Inc.	76,108	$1,615,011
2	SNOW	Snowflake Inc.	1,983	$504,673
3	ADP	Automatic Data Processing Inc	1,290	$288,895
4	SAP	Sap SE	1,781	$274,469
5	CRM	Salesforce, Inc. This page	1,481	$232,013
6	ADSK	Autodesk, Inc.	1,046	$203,363

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,013	1,481	-12.1%	Shares	Sole	2026-07-16
2026-03-31	$314,352	1,684	+16.5%	Shares	Sole	2026-04-30
2025-12-31	$382,794	1,445	+5.3%	Shares	Sole	2026-04-01
2025-09-30	$325,164	1,372	+0.4%	Shares	Sole	2025-10-08
2025-06-30	$372,767	1,367	-10.4%	Shares	Sole	2025-07-09
2025-03-31	$409,517	1,526	+0.4%	Shares	Sole	2025-04-10
2024-12-31	$508,181	1,520	-7.9%	Shares	Sole	2025-01-29
2024-09-30	$451,895	1,651	-8.8%	Shares	Sole	2024-11-12
2024-06-30	$465,608	1,811	+9.2%	Shares	Sole	2024-08-06
2024-03-31	$499,356	1,658	+17.5%	Shares	Sole	2024-05-07
2023-12-31	$371,290	1,411	+0.9%	Shares	Sole	2024-02-23
2023-06-30	$295,341	1,398	—	Shares	Sole	2023-07-20
No filing history on record for this holder in this stock.