Quotient Wealth Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 2004904 DALLAS, TX

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$656,405

-$213,103 QoQ

Shares Held

4,190

-10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,430

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $4,911,554 across 11 Software - Application names. CRM ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FICO	Fair Isaac Corp	704	$841,125
2	UBER	Uber Technologies, Inc	9,146	$659,975
3	CRM	Salesforce, Inc. This page	4,190	$656,405
4	ADP	Automatic Data Processing Inc	2,915	$652,814
5	CDNS	Cadence Design Systems Inc	1,382	$518,692
6	NOW	ServiceNow, Inc.	3,384	$335,963
7	SNOW	Snowflake Inc.	1,074	$273,333
8	DDOG	Datadog, Inc.	1,046	$272,336

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$656,405	4,190	-10.0%	Shares	Sole	2026-08-03
2026-03-31	$869,508	4,658	+12.8%	Shares	Sole	2026-04-16
2025-12-31	$1,093,813	4,129	-13.6%	Shares	Sole	2026-01-22
2025-09-30	$1,132,860	4,780	-5.8%	Shares	Sole	2025-10-10
2025-06-30	$1,383,083	5,072	-1.3%	Shares	Sole	2025-07-29
2025-03-31	$1,378,565	5,137	+6.5%	Shares	Sole	2025-04-30
2024-12-31	$1,613,142	4,825	+4.7%	Shares	Sole	2025-01-28
2024-09-30	$1,261,255	4,608	+1.9%	Shares	Sole	2024-10-09
2024-06-30	$1,162,092	4,520	-5.8%	Shares	Sole	2024-07-24
2024-03-31	$1,445,061	4,798	+3.8%	Shares	Sole	2024-05-14
2023-12-31	$1,216,759	4,624	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.