Quadcap Wealth Management’s Salesforce CRM Stock Holding History

Quadcap Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$399K	Sell
2025 Q4	$1.1M	Sell
2025 Q3	$1.03M	Sell
2025 Q2	$1.67M	Sell
2025 Q1	$1.66M	Sell
2024 Q4	$2.08M	Buy
2024 Q3	$1.65M	Sell
2024 Q2	$1.62M	Buy
2024 Q1	$1.85M	Sell
2023 Q4	$1.82M	Buy