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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.31M Sell
13,970
-8,698
-38% -$2.19M 1.57% 20
2025
Q2 		$6.18M Buy
22,668
+1,023
+5% +$273K 1.91% 19
2025
Q1 		$5.81M Buy
+21,645
New +$6.73M 1.94% 17

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Trecaso Financial Group's CRM Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Salesforce (CRM) stake by 38% in Q3 2025, selling an estimated $2.19M and leaving 13,970 shares worth $3.31M. The position accounts for 1.57% of the portfolio, ranked #20.

Wells Trecaso Financial Group first reported a position in CRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.18M in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Wells Trecaso Financial Group held 13,970 shares of Salesforce worth $3.31M as of Q3 2025.
  • Wells Trecaso Financial Group sold 8,698 Salesforce shares in Q3 2025, an estimated $2.19M.
  • Salesforce made up 1.57% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #20 holding.
  • Wells Trecaso Financial Group first reported a position in Salesforce in Q1 2025 and has held it in 3 quarters since.
  • Wells Trecaso Financial Group's Salesforce position peaked at $6.18M in Q2 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.