NWM
CRM icon

Nova Wealth Management’s Salesforce CRM Stock Holding History

Nova Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3K Hold
200
– – 0.02% 276
2026
Q1 		$37.3K Sell
200
-563
-74% -$117K 0.02% 230
2025
Q4 		$202K Sell
763
-20
-3% -$4.97K 0.14% 125
2025
Q3 		$186K Buy
783
+115
+17% +$29K 0.13% 135
2025
Q2 		$182K Buy
668
+32
+5% +$8.55K 0.13% 136
2025
Q1 		$171K Buy
636
+175
+38% +$54.4K 0.15% 127
2024
Q4 		$154K Buy
+461
New +$147K 0.13% 120

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Nova Wealth Management's CRM Position: Q2 2026 in Review

Nova Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 200 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #276.

Nova Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Nova Wealth Management held 200 shares of Salesforce worth $31.3K as of Q2 2026.
  • Nova Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Nova Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Salesforce position peaked at $202K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.