Quadcap Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 2009674 Frisco, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$339,638

-$58,902 QoQ

Shares Held

2,168

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,781

of 2,457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Quadcap Wealth Management, LLC holds $4,180,712 across 8 Software - Application names. CRM ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	10,382	$1,185,416
2	UBER	Uber Technologies, Inc	13,140	$948,182
3	DDOG	Datadog, Inc.	1,861	$484,529
4	NOW	ServiceNow, Inc.	4,746	$471,182
5	CRM	Salesforce, Inc. This page	2,168	$339,638
6	ADBE	Adobe Inc.	1,351	$276,982
7	ADP	Automatic Data Processing Inc	1,211	$271,203
8	INTU	Intuit Inc.	780	$203,580

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,638	2,168	+1.5%	Shares	Sole	2026-07-31
2026-03-31	$398,540	2,135	-48.6%	Shares	Sole	2026-05-15
2025-12-31	$1,100,701	4,155	-4.1%	Shares	Sole	2026-01-29
2025-09-30	$1,026,684	4,332	-29.1%	Shares	Sole	2025-11-14
2025-06-30	$1,665,045	6,106	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$1,655,512	6,169	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$2,083,210	6,231	+3.1%	Shares	Sole	2025-02-14
2024-09-30	$1,654,303	6,044	-4.0%	Shares	Sole	2024-11-12
2024-06-30	$1,618,958	6,297	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$1,845,329	6,127	-11.5%	Shares	Sole	2024-05-10
2023-12-31	$1,822,770	6,927	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.