Beaumont Asset Management, L.L.C.

Position in CRM — Salesforce, Inc.

CIK 1798756 BEAUMONT, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$960,639

-$204,181 QoQ

Shares Held

6,132

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#1,246

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Beaumont Asset Management, L.L.C. holds $3,529,033 across 4 Software - Application names. CRM ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	15,766	$1,565,248
2	CRM	Salesforce, Inc. This page	6,132	$960,639
3	UBER	Uber Technologies, Inc	10,103	$729,032
4	ADP	Automatic Data Processing Inc	1,224	$274,114

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,639	6,132	-1.7%	Shares	Sole	2026-07-22
2026-03-31	$1,164,820	6,240	-16.8%	Shares	Sole	2026-04-21
2025-12-31	$1,986,030	7,497	-2.0%	Shares	Sole	2026-01-21
2025-09-30	$1,813,524	7,652	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$2,107,075	7,727	+1.1%	Shares	Sole	2025-07-23
2025-03-31	$2,050,807	7,642	+0.2%	Shares	Sole	2025-05-08
2024-12-31	$2,549,600	7,626	-2.3%	Shares	Sole	2025-01-28
2024-09-30	$2,136,853	7,807	-13.8%	Shares	Sole	2024-10-25
2024-06-30	$2,327,269	9,052	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$2,735,617	9,083	+2.0%	Shares	Sole	2024-05-13
2023-12-31	$2,342,209	8,901	+0.4%	Shares	Sole	2024-02-01
2023-09-30	$1,797,036	8,862	-0.7%	Shares	Sole	2023-10-30
2023-06-30	$1,885,706	8,926	-0.9%	Shares	Sole	2023-08-02
2023-03-31	$1,799,618	9,008	-35.0%	Shares	Sole	2023-04-24
2022-12-31	$1,837,034	13,855	-3.0%	Shares	Sole	2023-01-18
2022-09-30	$2,054,610	14,284	+0.8%	Shares	Sole	2022-11-01
2022-06-30	$2,338,451	14,169	+1.6%	Shares	Sole	2022-07-19
2022-03-31	$2,962,288	13,952	+9.4%	Shares	Sole	2022-05-02
2021-12-31	$3,242,444	12,759	+0.3%	Shares	Sole	2022-01-25
2021-09-30	$3,449,647	12,719	+2.9%	Shares	Sole	2021-10-20
2021-06-30	$3,017,955	12,355	+2.0%	Shares	Sole	2021-08-12
2021-03-31	$2,567,016	12,116	+4.3%	Shares	Sole	2021-04-29
2020-12-31	$2,585,131	11,617	+0.7%	Shares	Sole	2021-02-04
2020-09-30	$2,899,981	11,539	-1.4%	Shares	Sole	2020-10-14
2020-06-30	$2,192,884	11,706	+1.8%	Shares	Sole	2020-08-06
2020-03-31	$1,656,345	11,504	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.