SEC 13F Intelligence

Mogy Joel R Investment Counsel Inc / CRM

Mogy Joel R Investment Counsel Inc’s Salesforce Inc Position

Does Mogy Joel R Investment Counsel Inc own Salesforce Inc (CRM)? Yes — 186.0K shares worth $29M (+1.67% of its 13F portfolio) as of Q2 2026, down from 194.1K shares the prior filed quarter.

Position Value
$29M
Q2 2026
Shares
186.0K
% of Portfolio
+1.67%
Quarters Held
31
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $30MQ2 ’19: $29MQ3 ’19: $28MQ4 ’19: $31MQ4 ’19Q1 ’20: $27MQ2 ’20: $35MQ3 ’20: $46MQ4 ’20: $41MQ4 ’20Q1 ’21: $40MQ2 ’21: $47MQ3 ’21: $52MQ4 ’21: $49MQ4 ’21Q1 ’22: $41MQ2 ’22: $32MQ3 ’22: $28MQ4 ’22: $26MQ4 ’22Q1 ’23: $39MQ2 ’23: $42MQ3 ’23: $40MQ4 ’23: $51MQ4 ’23Q1 ’24: $58MQ2 ’24: $50MQ3 ’24: $54MQ4 ’24: $66MQ4 ’24Q1 ’25: $53MQ2 ’25: $54MQ3 ’25: $46MQ4 ’25: $52MQ4 ’25Q1 ’26: $36MQ2 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026186.0K$29M+1.67%
Q1 2026194.1K$36M+2.27%
Q4 2025195.8K$52M+2.81%
Q3 2025195.4K$46M+2.54%
Q2 2025198.0K$54M+3.12%
Q1 2025197.5K$53M+3.41%
Q4 2024197.0K$66M+3.91%
Q3 2024196.9K$54M+3.30%
Q2 2024195.8K$50M+3.19%
Q1 2024192.8K$58M+3.95%
Q4 2023194.8K$51M+3.87%
Q3 2023197.8K$40M+3.37%
Q2 2023197.8K$42M+3.32%
Q1 2023194.2K$39M+3.44%
Q4 2022196.8K$26M+2.61%
Q3 2022195.1K$28M+2.94%
Q2 2022194.6K$32M+3.16%
Q1 2022194.1K$41M+3.26%
Q4 2021194.6K$49M+3.54%
Q3 2021193.2K$52M+4.29%
Q2 2021191.7K$47M+3.96%
Q1 2021188.5K$40M+3.84%
Q4 2020184.1K$41M+4.05%
Q3 2020183.6K$46M+4.97%
Q2 2020185.8K$35M+4.16%
Q1 2020187.6K$27M+3.84%
Q4 2019188.2K$31M+3.67%
Q3 2019187.9K$28M+3.53%
Q2 2019190.3K$29M+3.76%
Q1 2019189.9K$30M+4.07%
Q4 2018187.8K$26M+3.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mogy Joel R Investment Counsel Inc’s full portfolio or all institutional holders of CRM.