Mowery & Schoenfeld Wealth Management, LLC
Position in CRM — Salesforce, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$109,192
-$20,916 QoQ
Shares Held
697
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,126
of 2,450 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $302,260 across 9 Software - Application names. CRM ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
390 | $114,059 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
697 | $109,192 | |
| 3 | ADBE |
Adobe Inc.
|
135 | $27,677 | |
| 4 | SAP |
Sap SE
|
143 | $22,037 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
39 | $14,637 | |
| 6 | ADP |
Automatic Data Processing Inc
|
34 | $7,614 | |
| 7 | PTC |
Ptc Inc.
|
42 | $4,771 | |
| 8 | SNOW |
Snowflake Inc.
|
7 | $1,781 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,192 | 697 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $130,108 | 697 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $197,357 | 745 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $165,189 | 697 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $216,243 | 793 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $217,908 | 812 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $258,102 | 772 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||