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Williams & Novak Wealth Management, LLC → CRM
Williams & Novak Wealth Management, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
6
Latest value
$2.4M
Q3 2026
Peak value
$2.6M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.1M |
| Q1 2026 | $229K |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.7M |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 10.6K | — | — |
| Q3 2026 | $2.6M | 11.3K | — | — |
| Q2 2026 | $1.7M | 10.6K | — | — |
| Q2 2026 | $1.8M | 11.3K | — | — |
| Q1 2026 | $229K | 10.5K | — | — |
| Q1 2026 | $2.1M | 11.2K | — | — |