BEACON INVESTMENT ADVISORS LLC

Position in CRM — Salesforce, Inc.

CIK 1961635 Gaithersburg, MD

Position in CRM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,439,599

+$61,803 QoQ

Shares Held

7,712

+48.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

BEACON INVESTMENT ADVISORS LLC holds $5,710,128 across 3 Software - Application names. CRM ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	9,684	$4,187,167
2	CRM	Salesforce, Inc. This page	7,712	$1,439,599
3	IDN	Intellicheck, Inc.	11,926	$83,362

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,439,599	7,712	+48.3%	Shares	Sole	2026-05-14
2025-12-31	$1,377,796	5,201	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.