SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025

Shares 6,095 Value ($000) $1,617 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 6,265 Value ($000) $1,487 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 6,337 Value ($000) $1,731 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 5,905 Value ($000) $1,585 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 6,124 Value ($000) $2,050 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 6,174 Value ($000) $1,692 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 6,423 Value ($000) $1,651 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 6,279 Value ($000) $1,891 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 6,371 Value ($000) $1,676 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 6,728 Value ($000) $1,364 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 6,846 Value ($000) $1,446 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 8,093 Value ($000) $1,617 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 8,107 Value ($000) $1,075 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 9,218 Value ($000) $1,326 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 9,515 Value ($000) $1,570 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 10,705 Value ($000) $2,273 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 10,530 Value ($000) $2,676 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 10,648 Value ($000) $2,888 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 11,146 Value ($000) $2,723 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 11,321 Value ($000) $2,399 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 8,088 Value ($000) $1,800 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 9,836 Value ($000) $2,472 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 10,187 Value ($000) $1,908 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 9,880 Value ($000) $1,423 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 11,786 Value ($000) $1,917 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 12,326 Value ($000) $1,830 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 15,340 Value ($000) $2,328 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 13 Value ($000) $2 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 71 Value ($000) $10 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 71 Value ($000) $11 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 102 Value ($000) $14 Avg Close $126.05 Range $112.25 - $140.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,095	$1,617	$248.17	$221.60 - $269.11
Q3 2025	6,265	$1,487	$251.43	$225.72 - $275.87
Q2 2025	6,337	$1,731	$266.04	$228.51 - $294.59
Q1 2025	5,905	$1,585	$309.01	$257.51 - $364.71
Q4 2024	6,124	$2,050	$316.76	$267.64 - $366.19
Q3 2024	6,174	$1,692	$253.82	$230.08 - $276.52
Q2 2024	6,423	$1,651	$264.72	$209.73 - $307.96
Q1 2024	6,279	$1,891	$285.15	$246.84 - $314.88
Q4 2023	6,371	$1,676	$223.60	$191.35 - $265.14
Q3 2023	6,728	$1,364	$213.47	$197.15 - $235.36
Q2 2023	6,846	$1,446	$201.68	$185.06 - $222.30
Q1 2023	8,093	$1,617	$166.88	$131.43 - $197.60
Q4 2022	8,107	$1,075	$144.17	$124.82 - $164.04
Q3 2022	9,218	$1,326	$167.53	$142.02 - $192.04
Q2 2022	9,515	$1,570	$174.57	$152.69 - $218.35
Q1 2022	10,705	$2,273	$212.63	$182.23 - $253.79
Q4 2021	10,530	$2,676	$277.61	$242.31 - $308.01
Q3 2021	10,648	$2,888	$250.91	$231.50 - $282.92
Q2 2021	11,146	$2,723	$227.70	$206.40 - $244.72
Q1 2021	11,321	$2,399	$219.95	$199.09 - $248.21
Q4 2020	8,088	$1,800	$240.26	$213.04 - $267.67
Q3 2020	9,836	$2,472	$216.28	$179.75 - $281.08
Q2 2020	10,187	$1,908	$166.47	$128.48 - $191.76
Q1 2020	9,880	$1,423	$169.39	$113.91 - $193.37
Q4 2019	11,786	$1,917	$154.88	$139.79 - $164.34
Q3 2019	12,326	$1,830	$150.15	$136.21 - $159.67
Q2 2019	15,340	$2,328	$154.83	$140.80 - $165.55
Q1 2019	13	$2	$153.14	$128.54 - $164.99
Q4 2018	71	$10	$135.90	$112.24 - $159.26
Q3 2018	71	$11	$146.61	$133.68 - $159.15
Q2 2018	102	$14	$126.05	$112.25 - $140.41