Wellington Shields & Co., LLC

Position in CRM — Salesforce, Inc.

CIK 1506073 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$15,666

-$3,001 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,317

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellington Shields & Co., LLC holds $2,459,846 across 5 Software - Application names. CRM ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	12,600	$1,438,668
2	NOW	ServiceNow, Inc.	5,227	$518,936
3	SNOW	Snowflake Inc.	1,600	$407,200
4	UBER	Uber Technologies, Inc	1,100	$79,376
5	CRM	Salesforce, Inc. This page	100	$15,666

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,666	100	0.0%	Shares	Sole	2026-08-10
2026-03-31	$18,667	100	-61.7%	Shares	Sole	2026-05-04
2025-12-31	$69,141	261	-27.7%	Shares	Sole	2026-02-09
2025-09-30	$85,557	361	0.0%	Shares	Sole	2025-11-05
2025-06-30	$98,441	361	-57.3%	Shares	Sole	2025-08-05
2025-03-31	$227,032	846	+6.7%	Shares	Sole	2025-05-08
2024-12-31	$265,123	793	0.0%	Shares	Sole	2025-02-10
2024-09-30	$217,052	793	-58.7%	Shares	Sole	2024-11-13
2024-06-30	$493,374	1,919	+64.2%	Shares	Sole	2024-08-07
2024-03-31	$352,079	1,169	+113.7%	Shares	Sole	2024-05-23
2023-12-31	$143,937	547	-20.3%	Shares	Sole	2024-05-23
2023-09-30	$139,107	686	0.0%	Shares	Sole	2023-11-14
2023-06-30	$144,924	686	0.0%	Shares	Sole	2023-08-11
2023-03-31	$137,049	686	-12.2%	Shares	Sole	2023-05-11
2022-12-31	$103,552	781	-24.2%	Shares	Sole	2023-02-15
2022-09-30	$148,299	1,031	-20.8%	Shares	Sole	2022-11-14
2022-06-30	$214,717	1,301	+4.4%	Shares	Sole	2022-08-12
2022-03-31	$264,550	1,246	0.0%	Shares	Sole	2022-05-09
2021-12-31	$316,645	1,246	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.