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MOGY JOEL R INVESTMENT COUNSEL INC → CRM
MOGY JOEL R INVESTMENT COUNSEL INC CRM Position History
Salesforce, Inc. • Technology
Quarters held
5
Latest value
$40.8M
Q3 2026
Peak value
$51.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.3M |
| Q4 2025 | $51.9M |
| Q1 2026 | $36.2M |
| Q2 2026 | $29.1M |
| Q3 2026 | $40.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.8M | 177.6K | — | — |
| Q2 2026 | $29.1M | 186.0K | — | — |
| Q1 2026 | $36.2M | 194.1K | — | — |
| Q4 2025 | $51.9M | 195.8K | — | — |
| Q3 2025 | $46.3M | 195.4K | — | — |