Position in MSTR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$249,600
-$54,300 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Frisch Financial Group, Inc. holds $207,574 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,325 | $207,574 |
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,600 | 2,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $303,900 | 2,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $644,420 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $808,460 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $576,540 | 2,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $579,240 | 2,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $337,200 | 2,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $275,496 | 200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $340,912 | 200 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $214,529 | 394 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $227,889 | 394 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $261,813 | 394 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||