QWM
CRM icon

Quadcap Wealth Management’s Salesforce CRM Stock Holding History

Quadcap Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Sell
2,135
-2,020
-49% -$419K 0.05% 286
2025
Q4 		$1.1M Sell
4,155
-177
-4% -$44K 0.13% 148
2025
Q3 		$1.03M Sell
4,332
-1,774
-29% -$447K 0.12% 158
2025
Q2 		$1.67M Sell
6,106
-63
-1% -$16.8K 0.21% 97
2025
Q1 		$1.66M Sell
6,169
-62
-1% -$19.3K 0.24% 88
2024
Q4 		$2.08M Buy
6,231
+187
+3% +$59.7K 0.31% 66
2024
Q3 		$1.65M Sell
6,044
-253
-4% -$64.8K 0.26% 85
2024
Q2 		$1.62M Buy
6,297
+170
+3% +$45.5K 0.29% 72
2024
Q1 		$1.85M Sell
6,127
-800
-12% -$231K 0.42% 51
2023
Q4 		$1.82M Buy
+6,927
New +$1.57M 0.47% 52

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Quadcap Wealth Management's CRM Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Salesforce (CRM) stake by 49% in Q1 2026, selling an estimated $419K and leaving 2,135 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #286.

Quadcap Wealth Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Quadcap Wealth Management held 2,135 shares of Salesforce worth $399K as of Q1 2026.
  • Quadcap Wealth Management sold 2,020 Salesforce shares in Q1 2026, an estimated $419K.
  • Salesforce made up 0.05% of Quadcap Wealth Management's portfolio in Q1 2026, its #286 holding.
  • Quadcap Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Salesforce position peaked at $2.08M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.