Williams & Novak, LLC
- SEC CIK
- 0001998419
- Latest filing
- Jul 8, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Williams & Novak, 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)
- 11,292
- Value
- $1.77M
- % of portfolio
- 1.2%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,292 | $1.77M | 1.2% | +65+0.6% | Added | Holders |
| Q1 2026 | 11,227 | $2.09M | 1.6% | +11,227 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −760−100.0% | Sold out | Holders |
| Q2 2025 | 760 | $207.2K | 0.2% | +760 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −627−100.0% | Sold out | Holders |
| Q4 2024 | 627 | $209.6K | 0.2% | +627 | New | Holders |