MSFP
Mark Sheptoff Financial Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-175
| Closed | -$58.5K | – | 449 |
|
|
2024
Q4 | $58.5K | Sell |
175
-125
| -42% | -$41.8K | 0.03% | 165 |
|
|
2024
Q3 | $82.1K | Buy |
+300
| New | +$82.1K | 0.04% | 142 |
|
|
2024
Q1 | – | Sell |
-75
| Closed | -$19.7K | – | 410 |
|
|
2023
Q4 | $19.7K | Hold |
75
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $15.2K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $15.8K | Buy |
+75
| New | +$15.8K | 0.01% | 243 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$22K | – | 379 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | 0.01% | 207 |
|
|
2020
Q2 | – | Sell |
-72
| Closed | -$10K | – | 359 |
|
|
2020
Q1 | $10K | Hold |
72
| – | – | 0.01% | 233 |
|
|
2019
Q4 | $12K | Sell |
72
-174
| -71% | -$29K | 0.01% | 265 |
|
|
2019
Q3 | $37K | Buy |
246
+72
| +41% | +$10.8K | 0.02% | 167 |
|
|
2019
Q2 | $26K | Hold |
174
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $28K | Hold |
174
| – | – | 0.02% | 191 |
|
|
2018
Q4 | $24K | Hold |
174
| – | – | 0.02% | 181 |
|
|
2018
Q3 | $28K | Hold |
174
| – | – | 0.02% | 206 |
|
|
2018
Q2 | $24K | Hold |
174
| – | – | 0.02% | 214 |
|
|
2018
Q1 | $20K | Hold |
174
| – | – | 0.01% | 232 |
|
|
2017
Q4 | $18K | Hold |
174
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $16K | Hold |
174
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $15K | Sell |
174
-1
| -0.6% | -$86 | 0.01% | 249 |
|
|
2017
Q1 | $14K | Buy |
175
+1
| +0.6% | +$80 | 0.01% | 254 |
|
|
2016
Q4 | $12K | Hold |
174
| – | – | 0.01% | 254 |
|
|
2016
Q3 | $12K | Hold |
174
| – | – | 0.01% | 249 |
|
|
2016
Q2 | $14K | Hold |
174
| – | – | 0.01% | 232 |
|
|
2016
Q1 | $13K | Hold |
174
| – | – | 0.01% | 233 |
|
|
2015
Q4 | $14K | Hold |
174
| – | – | 0.01% | 247 |
|
|
2015
Q3 | $12K | Buy |
+174
| New | +$12K | 0.01% | 237 |
|