SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 1008895 CEDARBURG, WI

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$406,062

-$254,376 QoQ

Shares Held

2,592

-26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,674

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $3,360,571 across 4 Software - Application names. CRM ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,880	$1,764,726
2	CDNS	Cadence Design Systems Inc	1,975	$741,257
3	ADSK	Autodesk, Inc.	2,307	$448,526
4	CRM	Salesforce, Inc. This page	2,592	$406,062

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,062	2,592	-26.7%	Shares	Sole	2026-07-29
2026-03-31	$660,438	3,538	-27.1%	Shares	Sole	2026-04-29
2025-12-31	$1,286,138	4,855	-6.5%	Shares	Sole	2026-01-28
2025-09-30	$1,230,267	5,191	-6.1%	Shares	Sole	2025-10-27
2025-06-30	$1,506,884	5,526	-11.0%	Shares	Sole	2025-08-01
2025-03-31	$1,666,783	6,211	-1.3%	Shares	Sole	2025-05-21
2024-12-31	$2,103,938	6,293	-9.3%	Shares	Sole	2025-01-27
2024-09-30	$1,898,452	6,936	+0.4%	Shares	Sole	2024-10-23
2024-06-30	$1,776,818	6,911	+0.2%	Shares	Sole	2024-07-29
2024-03-31	$2,076,937	6,896	+0.8%	Shares	Sole	2024-04-26
2023-12-31	$1,800,140	6,841	-2.1%	Shares	Sole	2024-01-29
2023-09-30	$1,416,621	6,986	-1.1%	Shares	Sole	2023-10-20
2023-06-30	$1,492,551	7,065	-2.2%	Shares	Sole	2023-07-26
2023-03-31	$1,443,010	7,223	-9.1%	Shares	Sole	2023-04-28
2022-12-31	$1,054,090	7,950	-11.4%	Shares	Sole	2023-02-01
2022-09-30	$1,290,676	8,973	-7.8%	Shares	Sole	2022-10-24
2022-06-30	$1,606,994	9,737	-21.8%	Shares	Sole	2022-08-24
2022-03-31	$2,644,870	12,457	-8.8%	Shares	Sole	2022-05-06
2021-12-31	$3,471,161	13,659	-1.3%	Shares	Sole	2022-02-01
2021-09-30	$3,752,871	13,837	-0.7%	Shares	Sole	2021-10-27
2021-06-30	$3,404,635	13,938	-0.6%	Shares	Sole	2021-07-26
2021-03-31	$2,969,569	14,016	+0.9%	Shares	Sole	2021-04-30
2020-12-31	$3,090,941	13,890	+4.1%	Shares	Sole	2021-02-01
2020-09-30	$3,354,116	13,346	-2.0%	Shares	Sole	2020-10-28
2020-06-30	$2,550,497	13,615	+2.7%	Shares	Sole	2020-07-29
2020-03-31	$1,908,022	13,252	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.