A detailed history of Wellington Shields & Co., LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wellington Shields & Co., LLC holds 793 shares of CRM stock, worth $268,390. This represents 0.07% of its overall portfolio holdings.

Number of Shares
793
Previous 1,919 58.68%
Holding current value
$268,390
Previous $493,000 55.98%
% of portfolio
0.07%
Previous 0.16%

Shares

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

Nov 13, 2024

SELL
$238.42 - $276.53 $268,460 - $311,372
-1,126 Reduced 58.68%
793 $217,000
Q2 2024

Aug 07, 2024

BUY
$218.01 - $304.74 $163,507 - $228,555
750 Added 64.16%
1,919 $493,000
Q1 2024

May 23, 2024

BUY
$251.12 - $316.88 $156,196 - $197,099
622 Added 113.71%
1,169 $352,000
Q1 2024

May 23, 2024

SELL
$251.12 - $316.88 $156,196 - $197,099
-622 Reduced 53.21%
547 $164,000
Q1 2024

May 03, 2024

BUY
$251.12 - $316.88 $156,196 - $197,099
622 Added 113.71%
1,169 $352,000
Q4 2023

Feb 09, 2024

SELL
$196.25 - $267.25 $27,278 - $37,147
-139 Reduced 20.26%
547 $143,000
Q1 2023

May 11, 2023

SELL
$134.8 - $199.78 $12,806 - $18,979
-95 Reduced 12.16%
686 $137,000
Q4 2022

Feb 14, 2023

SELL
$128.21 - $165.27 $32,052 - $41,317
-250 Reduced 24.25%
781 $103,000
Q3 2022

Nov 14, 2022

SELL
$143.84 - $191.27 $38,836 - $51,642
-270 Reduced 20.75%
1,031 $148,000
Q2 2022

Aug 12, 2022

BUY
$155.6 - $218.85 $8,558 - $12,036
55 Added 4.41%
1,301 $215,000
Q4 2021

Feb 15, 2022

BUY
$247.21 - $309.96 $308,023 - $386,210
1,246 New
1,246 $317,000
Q4 2019

Feb 11, 2020

SELL
$142.33 - $164.98 $782,815 - $907,390
-5,500 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$139.72 - $159.97 $768,460 - $879,835
5,500 New
5,500 $816,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $338B
  • 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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