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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
Q2 		$109K Hold
697
– – 0.15% 89
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CRM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 697 shares worth $109K. The position accounts for 0.15% of the portfolio, ranked #89.

Mowery & Schoenfeld Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 697 shares of Salesforce worth $109K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Salesforce position peaked at $258K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.