BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CRM — Salesforce, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,771,942
-$927,670 QoQ
Shares Held
17,694
-10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#833
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $32,583,931 across 20 Software - Application names. CRM ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
144,529 | $10,429,212 | |
| 2 | ADBE |
Adobe Inc.
|
27,548 | $5,647,890 | |
| 3 | INTU |
Intuit Inc.
|
20,659 | $5,391,999 | |
| 4 | NOW |
ServiceNow, Inc.
|
49,327 | $4,897,184 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
17,694 | $2,771,942 | |
| 6 | ADP |
Automatic Data Processing Inc
|
7,918 | $1,773,236 | |
| 7 | ROP |
Roper Technologies Inc
|
2,859 | $967,457 | |
| 8 | PAYX |
Paychex Inc
|
4,154 | $408,462 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,771,942 | 17,694 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,699,612 | 19,819 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,394,627 | 20,364 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,346,720 | 22,560 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,538,833 | 23,979 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,708,463 | 24,998 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,207,448 | 27,540 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,217,321 | 30,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,023,062 | 31,206 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,874,186 | 32,785 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,806,243 | 33,466 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,264,390 | 35,824 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $11,064,319 | 52,373 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $10,638,085 | 53,249 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,132,546 | 53,794 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,831,032 | 68,347 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $11,518,306 | 69,791 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $14,888,940 | 70,125 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,229,507 | 71,733 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,187,458 | 70,745 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,885,693 | 73,221 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $15,796,179 | 74,556 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $16,635,675 | 74,757 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $19,065,637 | 75,862 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,083,282 | 75,179 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $10,278,012 | 71,385 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||