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Livermore
Livermore
ZHEN

Quadrant Private Wealth Management, LLC

SEC CIK
0001727454
Latest filing
Jul 30, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Quadrant Private Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
23,886
Value
$3.75M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of CRM by Quadrant Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,886$3.75M0.8%−954−3.8%ReducedHolders
Q1 202624,840$4.64M0.7%+672+2.8%AddedHolders
Q4 202524,168$6.41M1.1%+1,063+4.6%AddedHolders
Q3 202523,105$5.49M1.0%+4,306+22.9%AddedHolders
Q2 202518,799$5.13M1.1%+193+1.0%AddedHolders
Q1 202518,606$4.99M1.2%+882+5.0%AddedHolders
Q4 202417,724$5.93M1.5%+202+1.2%AddedHolders
Q3 202417,522$4.80M1.2%+10.0%AddedHolders
Q2 202417,521$4.50M1.0%+2,950+20.2%AddedHolders
Q1 202414,571$4.39M1.1%+74+0.5%AddedHolders
Q4 202314,497$3.81M1.1%−29−0.2%ReducedHolders
Q3 202314,526$2.95M1.0%−61−0.4%ReducedHolders
Q2 202314,587$3.08M0.9%+70.0%AddedHolders
Q1 202314,580$2.91M0.9%−163−1.1%ReducedHolders
Q4 202214,743$1.95M0.7%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202215,316$2.53M1.0%+3,977+35.1%AddedHolders
Q1 202211,339$2.41M0.9%+1,920+20.4%AddedHolders
Q4 20219,419$2.39M0.9%+3,054+48.0%AddedHolders
Q3 20216,365$1.73M0.7%−4,793−43.0%ReducedHolders
Q2 202111,158$2.73M1.1%+578+5.5%AddedHolders
Q1 202110,580$2.24M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.