Williams & Novak, LLC

Position in CRM — Salesforce, Inc.

CIK 1998419 WESTLAKE VILLAGE, CA

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Position in CRM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,769,004

-$326,740 QoQ

Shares Held

11,292

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.72%

of 13F equity value

Holder Rank

#994

of 2,451 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,660,596

PutShares

10,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Williams & Novak, LLC holds $2,127,259 across 6 Software - Application names. CRM ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	11,292	$1,769,004
2	SSTI	Soundthinking, Inc.	11,401	$103,179
3	EXFY	Expensify, Inc.	53,630	$95,997
4	LAW	CS Disco, Inc.	21,925	$82,876
5	EGHT	8X8 Inc /De/	22,580	$38,611
6	CMRC	Commerce.com, Inc.	12,700	$37,592

All Filings in CRM

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,769,004	11,292	+0.6%	Shares	Sole	2026-07-08
2026-06-30	$1,660,596	10,600	+1.0%	Put	Sole	2026-07-08
2026-03-31	$2,095,744	11,227	+1377.2%	Shares	Sole	2026-04-21
2026-03-31	$229,425	10,500	—	Put	Sole	2026-04-21
2025-06-30	$207,244	760	+21.2%	Shares	Sole	2025-07-24
2024-12-31	$209,624	627	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.