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PW Nova Financial Services’s Salesforce CRM Stock Holding History

PW Nova Financial Services’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
Q1 		$784K Buy
4,199
+207
+5% +$42.9K 0.2% 109
2025
Q4 		$1.01M Buy
+3,992
New +$992K 0.38% 52

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PW Nova Financial Services's CRM Position: Q1 2026 in Review

PW Nova Financial Services increased its Salesforce (CRM) stake by 5.2% in Q1 2026, buying an estimated $42.9K and bringing the position to 4,199 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #109.

PW Nova Financial Services first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • PW Nova Financial Services held 4,199 shares of Salesforce worth $784K as of Q1 2026.
  • PW Nova Financial Services bought 207 Salesforce shares in Q1 2026, an estimated $42.9K.
  • Salesforce made up 0.2% of PW Nova Financial Services's portfolio in Q1 2026, its #109 holding.
  • PW Nova Financial Services first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • PW Nova Financial Services's Salesforce position peaked at $1.01M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.