Wellington Shields Capital Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1506071
NEW YORK, NY
Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$374,730
-$356,456 QoQ
Shares Held
2,392
-38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,705
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $5,988,411 across 7 Software - Application names. CRM ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
50,990 | $3,679,438 | |
| 2 | SHOP |
Shopify Inc.
|
8,000 | $913,440 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,150 | $431,618 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,733 | $388,105 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,392 | $374,730 | |
| 6 | SNOW |
Snowflake Inc.
|
400 | $101,800 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,000 | $99,280 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,730 | 2,392 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $731,186 | 3,917 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,241,138 | 8,460 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,052,420 | 8,660 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,344,815 | 12,266 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,297,607 | 12,288 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,874,216 | 11,588 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,205,417 | 11,711 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,096,255 | 12,043 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,555,128 | 11,804 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,001,901 | 11,408 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,123,714 | 10,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,241,468 | 10,610 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,207,369 | 90,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,624,095 | 64,885 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,280,676 | 71,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,645,319 | 88,738 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,336,303 | 109,911 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,323,264 | 28,817 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,538,288 | 27,794 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,805,606 | 27,861 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,975,369 | 28,203 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,814,041 | 26,127 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,334,269 | 25,204 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,913,258 | 31,566 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,403,484 | 30,584 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||