WSC
CRM icon

Wellington Shields & Co’s Salesforce CRM Stock Holding History

Wellington Shields & Co’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
2026
Q2 		$15.7K Hold
100
– – ﹤0.01% 322
2026
Q1 		$18.7K Sell
100
-161
-62% -$33.4K ﹤0.01% 312
2025
Q4 		$69.1K Sell
261
-100
-28% -$24.9K 0.02% 291
2025
Q3 		$85.6K Hold
361
– – 0.02% 283
2025
Q2 		$98.4K Sell
361
-485
-57% -$130K 0.03% 263
2025
Q1 		$227K Buy
846
+53
+7% +$16.5K 0.07% 197
2024
Q4 		$265K Hold
793
– – 0.08% 180
2024
Q3 		$217K Sell
793
-1,126
-59% -$288K 0.07% 215
2024
Q2 		$493K Buy
1,919
+750
+64% +$201K 0.16% 119
2024
Q1 		$352K Buy
1,169
+622
+114% +$179K 0.12% 157
2023
Q4 		$144K Sell
547
-139
-20% -$31.5K 0.05% 223
2023
Q3 		$139K Hold
686
– – 0.03% 224
2023
Q2 		$145K Hold
686
– – 0.03% 226
2023
Q1 		$137K Sell
686
-95
-12% -$16K 0.03% 230
2022
Q4 		$104K Sell
781
-250
-24% -$36.5K 0.02% 247
2022
Q3 		$148K Sell
1,031
-270
-21% -$45.8K 0.06% 209
2022
Q2 		$215K Buy
1,301
+55
+4% +$9.72K 0.05% 190
2022
Q1 		$265K Hold
1,246
– – 0.09% 180
2021
Q4 		$317K Buy
+1,246
New +$350K 0.06% 168
2019
Q4 		– Sell
-5,500
Closed -$816K – 185
2019
Q3 		$816K Buy
+5,500
New +$836K 1.26% 27

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Shields & Co's CRM Position: Q2 2026 in Review

Wellington Shields & Co held its Salesforce (CRM) position steady in Q2 2026 at 100 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Wellington Shields & Co first reported a position in CRM in Q3 2019 and has held it in 20 quarters since. The position peaked at $816K in Q3 2019. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wellington Shields & Co held 100 shares of Salesforce worth $15.7K as of Q2 2026.
  • Wellington Shields & Co left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Wellington Shields & Co's portfolio in Q2 2026, its #322 holding.
  • Wellington Shields & Co first reported a position in Salesforce in Q3 2019 and has held it in 20 quarters since.
  • Wellington Shields & Co's Salesforce position peaked at $816K in Q3 2019.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.