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Wells Trecaso Financial Group’s Salesforce CRM Stock Holding History

Wells Trecaso Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.18M Buy
22,668
+1,023
+5% +$279K 1.91% 19
2025
Q1 		$5.81M Buy
+21,645
New +$5.81M 1.94% 17