Quadrant Private Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1727454 Center Valley, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,741,980

-$894,902 QoQ

Shares Held

23,886

-3.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#737

of 2,457 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Quadrant Private Wealth Management, LLC holds $4,445,152 across 4 Software - Application names. CRM ranks #1 (84.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	23,886	$3,741,980
2	SHOP	Shopify Inc.	3,027	$345,622
3	UBER	Uber Technologies, Inc	3,571	$257,683
4	BLND	Blend Labs, Inc.	58,402	$99,867

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,741,980	23,886	-3.8%	Shares	Sole	2026-07-30
2026-03-31	$4,636,882	24,840	+2.8%	Shares	Sole	2026-05-06
2025-12-31	$6,402,344	24,168	+4.6%	Shares	Sole	2026-01-26
2025-09-30	$5,475,885	23,105	+22.9%	Shares	Sole	2025-10-30
2025-06-30	$5,126,299	18,799	+1.0%	Shares	Sole	2025-08-06
2025-03-31	$4,993,106	18,606	+5.0%	Shares	Sole	2025-05-06
2024-12-31	$5,925,664	17,724	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$4,795,946	17,522	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,504,649	17,521	+20.2%	Shares	Sole	2024-08-13
2024-03-31	$4,388,493	14,571	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$3,814,740	14,497	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$2,945,582	14,526	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$3,081,649	14,587	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,912,792	14,580	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$1,954,774	14,743	-3.7%	Shares	Sole	2023-02-14
2022-06-30	$2,527,752	15,316	+35.1%	Shares	Sole	2022-08-15
2022-03-31	$2,407,496	11,339	+20.4%	Shares	Sole	2022-05-12
2021-12-31	$2,393,650	9,419	+48.0%	Shares	Sole	2022-02-08
2021-09-30	$1,726,315	6,365	-43.0%	Shares	Sole	2021-11-12
2021-06-30	$2,725,564	11,158	+5.5%	Shares	Sole	2021-08-16
2021-03-31	$2,241,584	10,580	+78.2%	Shares	Sole	2021-05-17
2020-12-31	$1,321,160	5,937	-4.5%	Shares	Sole	2021-02-12
2020-09-30	$1,562,959	6,219	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$1,170,812	6,250	+37.5%	Shares	Sole	2020-08-04
2020-03-31	$654,245	4,544	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.