MSFP
CRM icon

Mark Sheptoff Financial Planning’s Salesforce CRM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-175
Closed -$58.5K – 449
2024
Q4 		$58.5K Sell
175
-125
-42% -$39.9K 0.03% 165
2024
Q3 		$82.1K Buy
+300
New +$76.8K 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 +$15.3K 0.01% 243
2021
Q1 		– Sell
-100
Closed -$22K – 379
2020
Q4 		$22K Buy
+100
New +$24.3K 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% -$27.3K 0.01% 265
2019
Q3 		$37K Buy
246
+72
+41% +$10.9K 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% -$87 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 +$12.3K 0.01% 237

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's CRM Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Salesforce (CRM) in Q1 2025, closing a stake of 175 shares — an estimated $58.5K sold.

Mark Sheptoff Financial Planning first reported a position in CRM in Q3 2015 and held it in 25 quarters. The position peaked at $82.1K in Q3 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 175 Salesforce shares in Q1 2025, an estimated $58.5K.
  • Mark Sheptoff Financial Planning first reported a position in Salesforce in Q3 2015 and held it in 25 quarters.
  • Mark Sheptoff Financial Planning's Salesforce position peaked at $82.1K in Q3 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.