A detailed history of Wellington Shields Capital Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 11,711 shares of CRM stock, worth $4 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
11,711
Previous 12,043 2.76%
Holding current value
$4 Million
Previous $3.1 Million 3.52%
% of portfolio
0.57%
Previous 0.57%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$238.42 - $276.53 $79,155 - $91,807
-332 Reduced 2.76%
11,711 $3.21 Million
Q2 2024

Aug 05, 2024

BUY
$218.01 - $304.74 $52,104 - $72,832
239 Added 2.02%
12,043 $3.1 Million
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $99,443 - $125,484
396 Added 3.47%
11,804 $3.56 Million
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $183,493 - $249,878
935 Added 8.93%
11,408 $3 Million
Q3 2023

Nov 14, 2023

SELL
$202.49 - $234.37 $27,741 - $32,108
-137 Reduced 1.29%
10,473 $2.12 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $15.1 Million - $17.9 Million
-79,951 Reduced 88.28%
10,610 $2.24 Million
Q1 2023

May 11, 2023

BUY
$134.8 - $199.78 $3.46 Million - $5.13 Million
25,676 Added 39.57%
90,561 $18.1 Million
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $844,647 - $1.09 Million
-6,588 Reduced 9.22%
64,885 $8.61 Million
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $2.48 Million - $3.3 Million
-17,265 Reduced 19.46%
71,473 $2.06 Million
Q2 2022

Aug 12, 2022

SELL
$155.6 - $218.85 $3.29 Million - $4.63 Million
-21,173 Reduced 19.26%
88,738 $3.82 Million
Q1 2022

May 12, 2022

BUY
$190.54 - $255.46 $15.5 Million - $20.7 Million
81,094 Added 281.41%
109,911 $5.39 Million
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $252,895 - $317,089
1,023 Added 3.68%
28,817 $7.32 Million
Q3 2021

Nov 10, 2021

SELL
$237.55 - $285.63 $15,915 - $19,137
-67 Reduced 0.24%
27,794 $7.54 Million
Q2 2021

Aug 13, 2021

SELL
$210.54 - $246.26 $72,004 - $84,220
-342 Reduced 1.21%
27,861 $6.81 Million
Q1 2021

May 12, 2021

BUY
$205.33 - $248.59 $426,265 - $516,072
2,076 Added 7.95%
28,203 $5.98 Million
Q4 2020

Feb 09, 2021

BUY
$220.15 - $267.07 $203,198 - $246,505
923 Added 3.66%
26,127 $5.81 Million
Q3 2020

Nov 10, 2020

SELL
$185.51 - $281.25 $1.18 Million - $1.79 Million
-6,362 Reduced 20.15%
25,204 $6.33 Million
Q2 2020

Aug 05, 2020

BUY
$134.06 - $191.65 $131,646 - $188,200
982 Added 3.21%
31,566 $5.91 Million
Q1 2020

May 07, 2020

BUY
$124.3 - $193.36 $403,477 - $627,646
3,246 Added 11.87%
30,584 $4.4 Million
Q4 2019

Feb 11, 2020

BUY
$142.33 - $164.98 $476,805 - $552,683
3,350 Added 13.97%
27,338 $4.45 Million
Q3 2019

Nov 05, 2019

BUY
$139.72 - $159.97 $43,313 - $49,590
310 Added 1.31%
23,988 $3.56 Million
Q2 2019

Aug 08, 2019

SELL
$145.1 - $165.96 $187,179 - $214,088
-1,290 Reduced 5.17%
23,678 $3.59 Million
Q1 2019

May 10, 2019

BUY
$130.4 - $166.95 $170,172 - $217,869
1,305 Added 5.51%
24,968 $3.95 Million
Q4 2018

Feb 11, 2019

BUY
$120.67 - $159.86 $184,625 - $244,585
1,530 Added 6.91%
23,663 $3.24 Million
Q3 2018

Nov 06, 2018

BUY
$137.15 - $160.43 $669,703 - $783,379
4,883 Added 28.31%
22,133 $3.52 Million
Q2 2018

Aug 02, 2018

BUY
$115.3 - $139.8 $288,250 - $349,500
2,500 Added 16.95%
17,250 $2.35 Million
Q4 2017

Feb 06, 2018

SELL
$93.94 - $108.8 $9,394 - $10,880
-100 Reduced 0.67%
14,750 $1.51 Million
Q3 2017

Nov 06, 2017

BUY
$87.63 - $97.71 $1.3 Million - $1.45 Million
14,850
14,850 $1.39 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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