Beacon Financial Strategies CORP

Position in CRM — Salesforce, Inc.

CIK 2084239 RALEIGH, NC

Position in CRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,253

-$240 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,421

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $325,951 across 5 Software - Application names. CRM ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	2,958	$290,860
2	ADBE	Adobe Inc.	80	$16,401
3	INTU	Intuit Inc.	55	$14,355
4	SHOP	Shopify Inc.	27	$3,082
5	CRM	Salesforce, Inc. This page	8	$1,253

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,253	8	0.0%	Shares	Sole	2026-07-08
2026-03-31	$1,493	8	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,119	8	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.