Wellington Shields Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
12,266
-22
| -0.2% | -$6K | 0.57% | 41 |
|
|
2025
Q1 | $3.3M | Buy |
12,288
+700
| +6% | +$188K | 0.6% | 43 |
|
|
2024
Q4 | $3.87M | Sell |
11,588
-123
| -1% | -$41.1K | 0.69% | 33 |
|
|
2024
Q3 | $3.21M | Sell |
11,711
-332
| -3% | -$90.9K | 0.56% | 43 |
|
|
2024
Q2 | $3.1M | Buy |
12,043
+239
| +2% | +$61.4K | 0.56% | 40 |
|
|
2024
Q1 | $3.56M | Buy |
11,804
+396
| +3% | +$119K | 0.67% | 34 |
|
|
2023
Q4 | $3M | Buy |
11,408
+935
| +9% | +$246K | 0.37% | 38 |
|
|
2023
Q3 | $2.12M | Sell |
10,473
-137
| -1% | -$27.8K | 0.28% | 53 |
|
|
2023
Q2 | $2.24M | Sell |
10,610
-79,951
| -88% | -$16.9M | 0.27% | 48 |
|
|
2023
Q1 | $2.21M | Buy |
90,561
+25,676
| +40% | +$626K | 0.27% | 51 |
|
|
2022
Q4 | $1.62M | Sell |
64,885
-6,588
| -9% | -$165K | 0.2% | 68 |
|
|
2022
Q3 | $2.06M | Sell |
71,473
-17,265
| -19% | -$498K | 0.49% | 51 |
|
|
2022
Q2 | $3.82M | Sell |
88,738
-21,173
| -19% | -$911K | 0.47% | 25 |
|
|
2022
Q1 | $5.39M | Buy |
109,911
+81,094
| +281% | +$3.98M | 0.59% | 21 |
|
|
2021
Q4 | $7.32M | Buy |
28,817
+1,023
| +4% | +$260K | 0.94% | 22 |
|
|
2021
Q3 | $7.54M | Sell |
27,794
-67
| -0.2% | -$18.2K | 1.03% | 18 |
|
|
2021
Q2 | $6.81M | Sell |
27,861
-342
| -1% | -$83.5K | 0.82% | 23 |
|
|
2021
Q1 | $5.98M | Buy |
28,203
+2,076
| +8% | +$440K | 0.57% | 37 |
|
|
2020
Q4 | $5.81M | Buy |
26,127
+923
| +4% | +$205K | 0.78% | 27 |
|
|
2020
Q3 | $6.33M | Sell |
25,204
-6,362
| -20% | -$1.6M | 1% | 22 |
|
|
2020
Q2 | $5.91M | Buy |
31,566
+982
| +3% | +$184K | 0.95% | 21 |
|
|
2020
Q1 | $4.4M | Buy |
30,584
+3,246
| +12% | +$467K | 0.83% | 26 |
|
|
2019
Q4 | $4.45M | Buy |
27,338
+3,350
| +14% | +$545K | 0.68% | 30 |
|
|
2019
Q3 | $3.56M | Buy |
23,988
+310
| +1% | +$46K | 0.58% | 38 |
|
|
2019
Q2 | $3.59M | Sell |
23,678
-1,290
| -5% | -$196K | 0.6% | 34 |
|
|
2019
Q1 | $3.95M | Buy |
24,968
+1,305
| +6% | +$207K | 0.67% | 26 |
|
|
2018
Q4 | $3.24M | Buy |
23,663
+1,530
| +7% | +$210K | 0.61% | 29 |
|
|
2018
Q3 | $3.52M | Buy |
22,133
+4,883
| +28% | +$777K | 0.57% | 37 |
|
|
2018
Q2 | $2.35M | Buy |
17,250
+2,500
| +17% | +$341K | 0.39% | 50 |
|
|
2018
Q1 | $1.72M | Hold |
14,750
| – | – | 0.26% | 86 |
|
|
2017
Q4 | $1.51M | Sell |
14,750
-100
| -0.7% | -$10.2K | 0.23% | 94 |
|
|
2017
Q3 | $1.39M | Sell |
14,850
-400
| -3% | -$37.4K | 0.23% | 100 |
|
|
2017
Q2 | $1.32M | Sell |
15,250
-100
| -0.7% | -$8.66K | 0.22% | 108 |
|
|
2017
Q1 | $1.27M | Buy |
15,350
+50
| +0.3% | +$4.12K | 0.2% | 112 |
|
|
2016
Q4 | $1.05M | Sell |
15,300
-4,950
| -24% | -$339K | 0.17% | 120 |
|
|
2016
Q3 | $1.44M | Buy |
20,250
+7,750
| +62% | +$553K | 0.25% | 91 |
|
|
2016
Q2 | $993K | Buy |
+12,500
| New | +$993K | 0.17% | 122 |
|
|
2015
Q3 | – | Sell |
-4,300
| Closed | -$299K | – | 314 |
|
|
2015
Q2 | $299K | Buy |
+4,300
| New | +$299K | 0.05% | 277 |
|