MSWM
CRM icon

Mowery & Schoenfeld Wealth Management’s Salesforce CRM Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		$130K Sell
697
-48
-6% -$9.95K 0.2% 80
2025
Q4 		$197K Buy
745
+48
+7% +$11.9K 0.29% 56
2025
Q3 		$165K Sell
697
-96
-12% -$24.2K 0.28% 60
2025
Q2 		$216K Sell
793
-19
-2% -$5.08K 0.33% 45
2025
Q1 		$218K Buy
812
+40
+5% +$12.4K 0.43% 43
2024
Q4 		$258K Buy
+772
New +$246K 0.5% 38

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CRM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Salesforce (CRM) stake by 6.4% in Q1 2026, selling an estimated $9.95K and leaving 697 shares worth $130K. The position accounts for 0.2% of the portfolio, ranked #80.

Mowery & Schoenfeld Wealth Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $258K in Q4 2024. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 697 shares of Salesforce worth $130K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 48 Salesforce shares in Q1 2026, an estimated $9.95K.
  • Salesforce made up 0.2% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Salesforce position peaked at $258K in Q4 2024.
  • 2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.