Wellington Shields & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Sell |
|
|||||
|
2025
Q1 | $227K | Buy |
|
|||||
|
2024
Q4 | $265K | Hold |
|
|||||
|
2024
Q3 | $217K | Sell |
|
|||||
|
2024
Q2 | $493K | Buy |
|
|||||
|
2024
Q1 | $352K | Buy |
|
|||||
|
2023
Q4 | $144K | Sell |
|
|||||
|
2023
Q3 | $139K | Hold |
|
|||||
|
2023
Q2 | $145K | Hold |
|
|||||
|
2023
Q1 | $137K | Sell |
|
|||||
|
2022
Q4 | $104K | Sell |
|
|||||
|
2022
Q3 | $148K | Sell |
|
|||||
|
2022
Q2 | $215K | Buy |
|
|||||
|
2022
Q1 | $265K | Hold |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $816K | Buy |
|