Quadcap Wealth Management
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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
Q3 		$398K Sell
1,732
-436
-20% -$89.9K 0.04% 304
2026
Q2 		$340K Buy
2,168
+33
+2% +$5.8K 0.03% 318
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Quadcap Wealth Management's CRM Position: Q3 2026 in Review

Quadcap Wealth Management reduced its Salesforce (CRM) stake by 20% in Q3 2026, selling an estimated $89.9K and leaving 1,732 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #304.

Quadcap Wealth Management first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q4 2024. 1,505 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Quadcap Wealth Management held 1,732 shares of Salesforce worth $398K as of Q3 2026.
  • Quadcap Wealth Management sold 436 Salesforce shares in Q3 2026, an estimated $89.9K.
  • Salesforce made up 0.04% of Quadcap Wealth Management's portfolio in Q3 2026, its #304 holding.
  • Quadcap Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Quadcap Wealth Management's Salesforce position peaked at $2.08M in Q4 2024.
  • 1,505 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.