QWM
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quadcap Wealth Management's CRM Position: Q2 2026 in Review

Quadcap Wealth Management increased its Salesforce (CRM) stake by 1.5% in Q2 2026, buying an estimated $5.8K and bringing the position to 2,168 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #318.

Quadcap Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quadcap Wealth Management held 2,168 shares of Salesforce worth $340K as of Q2 2026.
  • Quadcap Wealth Management bought 33 Salesforce shares in Q2 2026, an estimated $5.8K.
  • Salesforce made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Quadcap Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's Salesforce position peaked at $2.08M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.