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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

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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