salesforce shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in salesforce
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All positions including salesforce held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $165k | 697 | 237.00 |
| 2025-06-30 | $216k | 793 | 272.69 |
| 2025-03-31 | $218k | 812 | 268.36 |
| 2024-12-31 | $258k | 772 | 334.33 |
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