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
Download as csvQuarterly 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 |
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