QPWM
CRM icon

Quadrant Private Wealth Management’s Salesforce CRM Stock Holding History

Quadrant Private 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 		$3.75M Sell
23,886
-954
-4% -$168K 0.84% 33
2026
Q1 		$4.64M Buy
24,840
+672
+3% +$139K 0.72% 34
2025
Q4 		$6.41M Buy
24,168
+1,063
+5% +$264K 1.05% 22
2025
Q3 		$5.49M Buy
23,105
+4,306
+23% +$1.09M 1% 23
2025
Q2 		$5.13M Buy
18,799
+193
+1% +$51.6K 1.06% 23
2025
Q1 		$4.99M Buy
18,606
+882
+5% +$274K 1.24% 22
2024
Q4 		$5.93M Buy
17,724
+202
+1% +$64.5K 1.46% 20
2024
Q3 		$4.8M Buy
17,522
+1
+0% +$256 1.19% 21
2024
Q2 		$4.5M Buy
17,521
+2,950
+20% +$789K 1.03% 22
2024
Q1 		$4.39M Buy
14,571
+74
+0.5% +$21.4K 1.11% 20
2023
Q4 		$3.81M Sell
14,497
-29
-0.2% -$6.56K 1.06% 23
2023
Q3 		$2.95M Sell
14,526
-61
-0.4% -$13.2K 0.99% 25
2023
Q2 		$3.08M Buy
14,587
+7
+0% +$1.43K 0.89% 28
2023
Q1 		$2.91M Sell
14,580
-163
-1% -$27.5K 0.91% 29
2022
Q4 		$1.95M Buy
+14,743
New +$2.15M 0.66% 44
2022
Q2 		$2.53M Buy
15,316
+3,977
+35% +$703K 1.04% 26
2022
Q1 		$2.41M Buy
11,339
+1,920
+20% +$413K 0.9% 33
2021
Q4 		$2.39M Buy
9,419
+3,054
+48% +$858K 0.89% 31
2021
Q3 		$1.73M Sell
6,365
-4,793
-43% -$1.22M 0.71% 37
2021
Q2 		$2.73M Buy
11,158
+578
+5% +$133K 1.11% 25
2021
Q1 		$2.24M Buy
10,580
+4,643
+78% +$1.03M 0.98% 30
2020
Q4 		$1.32M Sell
5,937
-282
-5% -$68.6K 0.59% 41
2020
Q3 		$1.56M Sell
6,219
-31
-0.5% -$6.79K 0.79% 33
2020
Q2 		$1.17M Buy
6,250
+1,706
+38% +$287K 0.68% 37
2020
Q1 		$654K Buy
+4,544
New +$779K 0.55% 50

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

Quadrant Private Wealth Management's CRM Position: Q2 2026 in Review

Quadrant Private Wealth Management reduced its Salesforce (CRM) stake by 3.8% in Q2 2026, selling an estimated $168K and leaving 23,886 shares worth $3.75M. The position accounts for 0.84% of the portfolio, ranked #33.

Quadrant Private Wealth Management first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.41M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quadrant Private Wealth Management held 23,886 shares of Salesforce worth $3.75M as of Q2 2026.
  • Quadrant Private Wealth Management sold 954 Salesforce shares in Q2 2026, an estimated $168K.
  • Salesforce made up 0.84% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Quadrant Private Wealth Management first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Quadrant Private Wealth Management's Salesforce position peaked at $6.41M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.