Beaumont Financial Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1957394 NEEDHAM, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,398,699

-$1,584,074 QoQ

Shares Held

28,078

-12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#675

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $6,471,173 across 5 Software - Application names. CRM ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	28,078	$4,398,699
2	ADP	Automatic Data Processing Inc	4,131	$925,137
3	ROP	Roper Technologies Inc	1,673	$566,126
4	SNOW	Snowflake Inc.	1,394	$354,773
5	UBER	Uber Technologies, Inc	3,138	$226,438

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,398,699	28,078	-12.4%	Shares	Sole	2026-08-04
2026-03-31	$5,982,773	32,050	+1905.6%	Shares	Sole	2026-05-05
2025-12-31	$423,326	1,598	-2.4%	Shares	Sole	2026-01-16
2025-09-30	$387,969	1,637	-2.6%	Shares	Sole	2025-10-23
2025-06-30	$458,391	1,681	-30.4%	Shares	Sole	2025-07-16
2025-03-31	$648,357	2,416	+1.3%	Shares	Sole	2025-05-12
2024-12-31	$797,042	2,384	+18.0%	Shares	Sole	2025-01-17
2024-09-30	$552,894	2,020	-21.8%	Shares	Sole	2024-10-09
2024-06-30	$664,089	2,583	+4.6%	Shares	Sole	2024-07-24
2024-03-31	$743,914	2,470	-2.0%	Shares	Sole	2024-05-10
2023-12-31	$663,375	2,521	+27.5%	Shares	Sole	2024-01-31
2023-09-30	$400,896	1,977	-2.3%	Shares	Sole	2023-11-01
2023-06-30	$427,590	2,024	+5.3%	Shares	Sole	2023-08-02
2023-03-31	$384,176	1,923	+8.0%	Shares	Sole	2023-05-08
2022-12-31	$236,142	1,781	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.