Wellington Shields & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Sell |
361
-485
| -57% | -$132K | 0.03% | 263 |
|
|
2025
Q1 | $227K | Buy |
846
+53
| +7% | +$14.2K | 0.07% | 197 |
|
|
2024
Q4 | $265K | Hold |
793
| – | – | 0.08% | 180 |
|
|
2024
Q3 | $217K | Sell |
793
-1,126
| -59% | -$308K | 0.07% | 215 |
|
|
2024
Q2 | $493K | Buy |
1,919
+750
| +64% | +$193K | 0.16% | 119 |
|
|
2024
Q1 | $352K | Buy |
1,169
+622
| +114% | +$187K | 0.12% | 157 |
|
|
2023
Q4 | $144K | Sell |
547
-139
| -20% | -$36.6K | 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% | -$19K | 0.03% | 230 |
|
|
2022
Q4 | $104K | Sell |
781
-250
| -24% | -$33.1K | 0.02% | 247 |
|
|
2022
Q3 | $148K | Sell |
1,031
-270
| -21% | -$38.8K | 0.06% | 209 |
|
|
2022
Q2 | $215K | Buy |
1,301
+55
| +4% | +$9.09K | 0.05% | 190 |
|
|
2022
Q1 | $265K | Hold |
1,246
| – | – | 0.09% | 180 |
|
|
2021
Q4 | $317K | Buy |
+1,246
| New | +$317K | 0.06% | 168 |
|
|
2019
Q4 | – | Sell |
-5,500
| Closed | -$816K | – | 185 |
|
|
2019
Q3 | $816K | Buy |
+5,500
| New | +$816K | 1.26% | 27 |
|