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Mogy Joel R Investment Counsel’s Salesforce CRM Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.1M Sell
185,992
-8,099
-4% -$1.42M 1.67% 15
2026
Q1 		$36.2M Sell
194,091
-1,755
-0.9% -$364K 2.27% 14
2025
Q4 		$51.9M Buy
195,846
+483
+0.2% +$120K 2.81% 13
2025
Q3 		$46.3M Sell
195,363
-2,631
-1% -$664K 2.54% 14
2025
Q2 		$54M Buy
197,994
+459
+0.2% +$123K 3.12% 13
2025
Q1 		$53M Buy
197,535
+584
+0.3% +$182K 3.42% 10
2024
Q4 		$65.8M Buy
196,951
+55
+0% +$17.6K 3.91% 7
2024
Q3 		$53.9M Buy
196,896
+1,074
+0.5% +$275K 3.3% 9
2024
Q2 		$50.3M Buy
195,822
+3,045
+2% +$815K 3.19% 10
2024
Q1 		$58.1M Sell
192,777
-2,018
-1% -$582K 3.95% 6
2023
Q4 		$51.3M Sell
194,795
-2,962
-1% -$670K 3.87% 6
2023
Q3 		$40.1M Sell
197,757
-39
-0% -$8.43K 3.37% 10
2023
Q2 		$41.8M Buy
197,796
+3,580
+2% +$731K 3.32% 9
2023
Q1 		$38.8M Sell
194,216
-2,573
-1% -$435K 3.44% 7
2022
Q4 		$26.1M Buy
196,789
+1,684
+0.9% +$246K 2.61% 14
2022
Q3 		$28.1M Buy
195,105
+523
+0.3% +$88.7K 2.94% 12
2022
Q2 		$32.1M Buy
194,582
+532
+0.3% +$94K 3.16% 10
2022
Q1 		$41.2M Sell
194,050
-532
-0.3% -$114K 3.26% 9
2021
Q4 		$49.4M Buy
194,582
+1,398
+0.7% +$393K 3.54% 7
2021
Q3 		$52.4M Buy
193,184
+1,445
+0.8% +$367K 4.29% 5
2021
Q2 		$46.8M Buy
191,739
+3,233
+2% +$745K 3.96% 5
2021
Q1 		$39.9M Buy
188,506
+4,410
+2% +$982K 3.84% 6
2020
Q4 		$41M Buy
184,096
+500
+0.3% +$122K 4.05% 5
2020
Q3 		$46.1M Sell
183,596
-2,167
-1% -$474K 4.97% 4
2020
Q2 		$34.8M Sell
185,763
-1,849
-1% -$312K 4.16% 5
2020
Q1 		$27M Sell
187,612
-615
-0.3% -$105K 3.84% 7
2019
Q4 		$30.6M Buy
188,227
+370
+0.2% +$58K 3.67% 8
2019
Q3 		$27.9M Sell
187,857
-2,445
-1% -$372K 3.53% 8
2019
Q2 		$28.9M Buy
190,302
+364
+0.2% +$57K 3.76% 8
2019
Q1 		$30.1M Buy
189,938
+2,103
+1% +$326K 4.07% 6
2018
Q4 		$25.7M Sell
187,835
-652
-0.3% -$89.7K 3.99% 6
2018
Q3 		$30M Buy
188,487
+166
+0.1% +$24.6K 4.03% 5
2018
Q2 		$25.7M Buy
188,321
+435
+0.2% +$55.5K 3.8% 6
2018
Q1 		$21.9M Buy
187,886
+475
+0.3% +$54.5K 3.4% 8
2017
Q4 		$19.2M Buy
187,411
+1,805
+1% +$184K 3% 12
2017
Q3 		$17.3M Buy
185,606
+6,995
+4% +$644K 2.88% 11
2017
Q2 		$15.5M Buy
178,611
+2,325
+1% +$202K 2.65% 12
2017
Q1 		$14.5M Buy
176,286
+2,505
+1% +$200K 2.51% 12
2016
Q4 		$11.9M Buy
173,781
+2,411
+1% +$175K 2.16% 18
2016
Q3 		$12.2M Buy
171,370
+5,350
+3% +$417K 2.24% 15
2016
Q2 		$13.2M Buy
166,020
+2,680
+2% +$210K 2.44% 12
2016
Q1 		$12.1M Buy
163,340
+147,106
+906% +$10.1M 2.24% 14
2015
Q4 		$12.7K Sell
16,234
-140,081
-90% -$10.9M 2.39% 11
2015
Q3 		$10.9M Buy
156,315
+14,175
+10% +$1M 2.15% 17
2015
Q2 		$9.9M Buy
142,140
+2,575
+2% +$183K 1.87% 19
2015
Q1 		$9.32M Buy
139,565
+5,750
+4% +$357K 1.75% 19
2014
Q4 		$7.94M Buy
133,815
+7,100
+6% +$419K 1.5% 22
2014
Q3 		$7.29M Buy
126,715
+75
+0.1% +$4.22K 1.47% 20
2014
Q2 		$7.36M Buy
126,640
+2,850
+2% +$154K 1.47% 23
2014
Q1 		$7.07M Sell
123,790
-350
-0.3% -$20.9K 1.47% 19
2013
Q4 		$6.85M Sell
124,140
-400
-0.3% -$21.4K 1.45% 19
2013
Q3 		$6.46M Buy
124,540
+16,600
+15% +$753K 1.48% 21
2013
Q2 		$4.12M Buy
+107,940
New +$4.46M 1% 35

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mogy Joel R Investment Counsel's CRM Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $1.42M and leaving 185,992 shares worth $29.1M. The position accounts for 1.67% of the portfolio, ranked #15.

Mogy Joel R Investment Counsel first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.8M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mogy Joel R Investment Counsel held 185,992 shares of Salesforce worth $29.1M as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 8,099 Salesforce shares in Q2 2026, an estimated $1.42M.
  • Salesforce made up 1.67% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #15 holding.
  • Mogy Joel R Investment Counsel first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Mogy Joel R Investment Counsel's Salesforce position peaked at $65.8M in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.