Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$31,332
-$6,002 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,248
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Nova Wealth Management, Inc. holds $309,143 across 12 Software - Application names. CRM ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
350 | $89,075 | |
| 2 | UBER |
Uber Technologies, Inc
|
617 | $44,522 | |
| 3 | ADBE |
Adobe Inc.
|
214 | $43,874 | |
| 4 | INTU |
Intuit Inc.
|
150 | $39,150 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
200 | $31,332 | |
| 6 | ADP |
Automatic Data Processing Inc
|
85 | $19,035 | |
| 7 | NOW |
ServiceNow, Inc.
|
146 | $14,494 | |
| 8 | PAYX |
Paychex Inc
|
146 | $14,356 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,332 | 200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $37,334 | 200 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $202,126 | 763 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $185,571 | 783 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $182,156 | 668 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $123,713 | 461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $154,126 | 461 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||