SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 6,239 Value ($000) $1,653 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 6,051 Value ($000) $1,434 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 4,771 Value ($000) $1,301 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 4,176 Value ($000) $1,121 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 3,630 Value ($000) $1,214 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 3,414 Value ($000) $934 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 5,305 Value ($000) $1,364 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 5,393 Value ($000) $1,624 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 4,586 Value ($000) $1,207 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 5,137 Value ($000) $1,042 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 5,196 Value ($000) $1,098 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 5,341 Value ($000) $1,067 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 6,964 Value ($000) $923 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 7,342 Value ($000) $1,056 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 7,429 Value ($000) $1,226 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 5,235 Value ($000) $1,111 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 4,803 Value ($000) $1,221 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 4,680 Value ($000) $1,269 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 5,702 Value ($000) $1,393 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 6,469 Value ($000) $1,371 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 7,570 Value ($000) $1,685 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 9,038 Value ($000) $2,271 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 9,799 Value ($000) $1,836 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 5,211 Value ($000) $750 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 4,143 Value ($000) $674 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 4,210 Value ($000) $625 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 3,614 Value ($000) $552 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 3,479 Value ($000) $551 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 2,524 Value ($000) $346 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 2,309 Value ($000) $367 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 2,570 Value ($000) $350 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 2,834 Value ($000) $330 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 2,775 Value ($000) $284 Avg Close $100.69 Range $92.33 - $107.88

Q3 2017

Shares 4,205 Value ($000) $393 Avg Close $90.89 Range $84.10 - $97.04

Q2 2017

Shares 3,205 Value ($000) $278 Avg Close $86.04 Range $80.57 - $90.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,239	$1,653	$248.17	$221.60 - $269.11
Q3 2025	6,051	$1,434	$251.43	$225.72 - $275.87
Q2 2025	4,771	$1,301	$266.04	$228.51 - $294.59
Q1 2025	4,176	$1,121	$309.01	$257.51 - $364.71
Q4 2024	3,630	$1,214	$316.76	$267.64 - $366.19
Q3 2024	3,414	$934	$253.82	$230.08 - $276.52
Q2 2024	5,305	$1,364	$264.72	$209.73 - $307.96
Q1 2024	5,393	$1,624	$285.15	$246.84 - $314.88
Q4 2023	4,586	$1,207	$223.60	$191.35 - $265.14
Q3 2023	5,137	$1,042	$213.47	$197.15 - $235.36
Q2 2023	5,196	$1,098	$201.68	$185.06 - $222.30
Q1 2023	5,341	$1,067	$166.88	$131.43 - $197.60
Q4 2022	6,964	$923	$144.17	$124.82 - $164.04
Q3 2022	7,342	$1,056	$167.53	$142.02 - $192.04
Q2 2022	7,429	$1,226	$174.57	$152.69 - $218.35
Q1 2022	5,235	$1,111	$212.63	$182.23 - $253.79
Q4 2021	4,803	$1,221	$277.61	$242.31 - $308.01
Q3 2021	4,680	$1,269	$250.91	$231.50 - $282.92
Q2 2021	5,702	$1,393	$227.70	$206.40 - $244.72
Q1 2021	6,469	$1,371	$219.95	$199.09 - $248.21
Q4 2020	7,570	$1,685	$240.26	$213.04 - $267.67
Q3 2020	9,038	$2,271	$216.28	$179.75 - $281.08
Q2 2020	9,799	$1,836	$166.47	$128.48 - $191.76
Q1 2020	5,211	$750	$169.39	$113.91 - $193.37
Q4 2019	4,143	$674	$154.88	$139.79 - $164.34
Q3 2019	4,210	$625	$150.15	$136.21 - $159.67
Q2 2019	3,614	$552	$154.83	$140.80 - $165.55
Q1 2019	3,479	$551	$153.14	$128.54 - $164.99
Q4 2018	2,524	$346	$135.90	$112.24 - $159.26
Q3 2018	2,309	$367	$146.61	$133.68 - $159.15
Q2 2018	2,570	$350	$126.05	$112.25 - $140.41
Q1 2018	2,834	$330	$113.46	$101.04 - $127.32
Q4 2017	2,775	$284	$100.69	$92.33 - $107.88
Q3 2017	4,205	$393	$90.89	$84.10 - $97.04
Q2 2017	3,205	$278	$86.04	$80.57 - $90.89