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salesforce shares owned by Wells Trecaso Financial Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Wells Trecaso Financial Group from 13F filings

Historical chart of Wells Trecaso Financial Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wells Trecaso Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Wells Trecaso Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 14k 237.02
2025-06-30 $6.2M 23k 272.69
2025-03-31 $5.8M 22k 268.36