Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
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
#22
of 101 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
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, 2026Williams & Novak, LLC holds $2,139,861 across 7 Software - Application names. CRM ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 | |
| 7 | MYSZ |
My Size, Inc.
|
28,005 | $12,602 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,004 | 11,292 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $1,660,596 | 10,600 | Put | Sole | 2026-07-08 | |
| 2026-03-31 | $2,095,744 | 11,227 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $1,960,035 | 10,500 | Put | Sole | 2026-04-21 | |
| 2025-06-30 | $207,244 | 760 | 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. | ||||||