Beacon Bank & Trust

Bank

Position in CRM — Salesforce, Inc.

CIK 1831984 Boston, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$624,760

-$173,814 QoQ

Shares Held

3,988

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,454

of 2,451 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beacon Bank & Trust holds $1,593,860 across 3 Software - Application names. CRM ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,054	$683,943
2	CRM	Salesforce, Inc. This page	3,988	$624,760
3	PAYX	Paychex Inc	2,900	$285,157

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,760	3,988	-6.8%	Shares	Sole	2026-08-03
2026-03-31	$798,574	4,278	-16.7%	Shares	Sole	2026-04-28
2025-12-31	$1,360,577	5,136	-19.6%	Shares	Sole	2026-02-17
2025-09-30	$1,513,245	6,385	-6.6%	Shares	Sole	2025-10-24
2025-06-30	$1,864,108	6,836	-1.7%	Shares	Sole	2025-07-09
2025-03-31	$1,866,980	6,957	-3.8%	Shares	Sole	2025-04-17
2024-12-31	$2,418,877	7,235	-2.2%	Shares	Sole	2025-01-22
2024-09-30	$2,024,632	7,397	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$1,895,341	7,372	-5.3%	Shares	Sole	2024-07-12
2024-03-31	$2,344,083	7,783	-1.1%	Shares	Sole	2024-04-24
2023-12-31	$2,071,700	7,873	-0.3%	Shares	Sole	2024-01-22
2023-09-30	$1,601,758	7,899	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$1,656,489	7,841	-14.6%	Shares	Sole	2023-07-12
2023-03-31	$1,833,580	9,178	-7.2%	Shares	Sole	2023-04-11
2022-12-31	$1,311,049	9,888	-25.5%	Shares	Sole	2023-02-02
2022-09-30	$1,908,468	13,268	+8.2%	Shares	Sole	2022-11-07
2022-06-30	$2,024,545	12,267	+2.9%	Shares	Sole	2022-07-15
2022-03-31	$2,530,217	11,917	+6.2%	Shares	Sole	2022-04-21
2021-12-31	$2,850,321	11,216	+4.1%	Shares	Sole	2022-01-28
2021-09-30	$2,922,395	10,775	-0.4%	Shares	Sole	2021-10-14
2021-06-30	$2,642,023	10,816	-10.8%	Shares	Sole	2021-07-26
2021-03-31	$2,570,406	12,132	-2.0%	Shares	Sole	2021-04-19
2020-12-31	$2,753,808	12,375	+3.1%	Shares	Sole	2021-01-27
2020-09-30	$3,017,096	12,005	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.