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Williams & Novak’s Salesforce CRM Stock Holding History

Williams & Novak’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 		$1.66M Buy
10,600
+100
+1% +$17.6K 1.1% 23
2026
Q1 		$229K Buy
+10,500
New +$2.18M 0.17% 98

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

Williams & Novak's CRM Position: Q2 2026 in Review

Williams & Novak increased its Salesforce (CRM) stake by 0.58% in Q2 2026, buying an estimated $11.4K and bringing the position to 11,292 shares worth $1.77M. The position accounts for 1.17% of the portfolio, ranked #20.

Williams & Novak first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.09M in Q1 2026. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Williams & Novak held 11,292 shares of Salesforce worth $1.77M as of Q2 2026.
  • Williams & Novak bought 65 Salesforce shares in Q2 2026, an estimated $11.4K.
  • Salesforce made up 1.17% of Williams & Novak's portfolio in Q2 2026, its #20 holding.
  • Williams & Novak first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • Williams & Novak's Salesforce position peaked at $2.09M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.