PW Nova Financial Services LLC

Position in CRM — Salesforce, Inc.

CIK 2127408 NEWTOWN, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$653,898

-$129,929 QoQ

Shares Held

4,174

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,432

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PW Nova Financial Services LLC holds $2,579,888 across 3 Software - Application names. CRM ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	21,007	$1,515,865
2	CRM	Salesforce, Inc. This page	4,174	$653,898
3	NOW	ServiceNow, Inc.	4,131	$410,125

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,898	4,174	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$783,827	4,199	+5.2%	Shares	Sole	2026-04-16
2025-12-31	$1,057,520	3,992	—	Shares	Sole	2026-04-09
No filing history on record for this holder in this stock.