SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 132,364 Value ($000) $35,065 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 126,298 Value ($000) $29,933 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 109,848 Value ($000) $29,954 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 111,166 Value ($000) $29,833 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 110,101 Value ($000) $36,810 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 106,750 Value ($000) $29,219 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 105,926 Value ($000) $27,234 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 117,525 Value ($000) $35,396 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 121,960 Value ($000) $32,093 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 110,355 Value ($000) $22,378 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 116,993 Value ($000) $24,716 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 117,730 Value ($000) $23,520 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 92,248 Value ($000) $12,231 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 131,763 Value ($000) $18,953 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 133,132 Value ($000) $21,972 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 132,826 Value ($000) $28,202 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 129,167 Value ($000) $32,825 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 112,164 Value ($000) $30,421 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 108,379 Value ($000) $26,474 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 107,204 Value ($000) $22,713 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 82,815 Value ($000) $18,429 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 56,185 Value ($000) $14,120 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 81,881 Value ($000) $15,339 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 78,422 Value ($000) $11,291 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 48,384 Value ($000) $7,869 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 40,522 Value ($000) $6,015 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 44,670 Value ($000) $6,778 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 39,428 Value ($000) $6,244 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 34,607 Value ($000) $4,740 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 29,037 Value ($000) $4,618 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 24,951 Value ($000) $3,403 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 20,912 Value ($000) $2,432 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 17,808 Value ($000) $1,821 Avg Close $100.69 Range $92.33 - $107.88

Q3 2017

Shares 14,887 Value ($000) $1,391 Avg Close $90.89 Range $84.10 - $97.04

Q2 2017

Shares 11,163 Value ($000) $967 Avg Close $86.04 Range $80.57 - $90.89

Q1 2017

Shares 6,834 Value ($000) $564 Avg Close $78.93 Range $68.17 - $83.39

Q4 2016

Shares 6,129 Value ($000) $420 Avg Close $71.70 Range $65.63 - $79.41

Q3 2016

Shares 7,268 Value ($000) $518 Avg Close $77.06 Range $68.97 - $82.09

Q2 2016

Shares 21,490 Value ($000) $1,698 Avg Close $77.55 Range $72.23 - $83.47

Q1 2016

Shares 5,885 Value ($000) $434 Avg Close $68.04 Range $51.97 - $77.03

Q4 2015

Shares 8,700 Value ($000) $682 Avg Close $77.15 Range $67.86 - $81.90

Q3 2015

Shares 5,054 Value ($000) $351 Avg Close $70.04 Range $63.39 - $73.63

Q2 2015

Shares 3,765 Value ($000) $262 Avg Close $70.36 Range $64.63 - $77.52

Q1 2015

Shares 4,067 Value ($000) $296 Avg Close $61.28 Range $54.29 - $70.15

Q4 2014

Shares 3,794 Value ($000) $225 Avg Close $58.25 Range $50.43 - $63.96

Q3 2014

Shares 3,768 Value ($000) $217 Avg Close $55.64 Range $51.85 - $60.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	132,364	$35,065	$248.17	$221.60 - $269.11
Q3 2025	126,298	$29,933	$251.43	$225.72 - $275.87
Q2 2025	109,848	$29,954	$266.04	$228.51 - $294.59
Q1 2025	111,166	$29,833	$309.01	$257.51 - $364.71
Q4 2024	110,101	$36,810	$316.76	$267.64 - $366.19
Q3 2024	106,750	$29,219	$253.82	$230.08 - $276.52
Q2 2024	105,926	$27,234	$264.72	$209.73 - $307.96
Q1 2024	117,525	$35,396	$285.15	$246.84 - $314.88
Q4 2023	121,960	$32,093	$223.60	$191.35 - $265.14
Q3 2023	110,355	$22,378	$213.47	$197.15 - $235.36
Q2 2023	116,993	$24,716	$201.68	$185.06 - $222.30
Q1 2023	117,730	$23,520	$166.88	$131.43 - $197.60
Q4 2022	92,248	$12,231	$144.17	$124.82 - $164.04
Q3 2022	131,763	$18,953	$167.53	$142.02 - $192.04
Q2 2022	133,132	$21,972	$174.57	$152.69 - $218.35
Q1 2022	132,826	$28,202	$212.63	$182.23 - $253.79
Q4 2021	129,167	$32,825	$277.61	$242.31 - $308.01
Q3 2021	112,164	$30,421	$250.91	$231.50 - $282.92
Q2 2021	108,379	$26,474	$227.70	$206.40 - $244.72
Q1 2021	107,204	$22,713	$219.95	$199.09 - $248.21
Q4 2020	82,815	$18,429	$240.26	$213.04 - $267.67
Q3 2020	56,185	$14,120	$216.28	$179.75 - $281.08
Q2 2020	81,881	$15,339	$166.47	$128.48 - $191.76
Q1 2020	78,422	$11,291	$169.39	$113.91 - $193.37
Q4 2019	48,384	$7,869	$154.88	$139.79 - $164.34
Q3 2019	40,522	$6,015	$150.15	$136.21 - $159.67
Q2 2019	44,670	$6,778	$154.83	$140.80 - $165.55
Q1 2019	39,428	$6,244	$153.14	$128.54 - $164.99
Q4 2018	34,607	$4,740	$135.90	$112.24 - $159.26
Q3 2018	29,037	$4,618	$146.61	$133.68 - $159.15
Q2 2018	24,951	$3,403	$126.05	$112.25 - $140.41
Q1 2018	20,912	$2,432	$113.46	$101.04 - $127.32
Q4 2017	17,808	$1,821	$100.69	$92.33 - $107.88
Q3 2017	14,887	$1,391	$90.89	$84.10 - $97.04
Q2 2017	11,163	$967	$86.04	$80.57 - $90.89
Q1 2017	6,834	$564	$78.93	$68.17 - $83.39
Q4 2016	6,129	$420	$71.70	$65.63 - $79.41
Q3 2016	7,268	$518	$77.06	$68.97 - $82.09
Q2 2016	21,490	$1,698	$77.55	$72.23 - $83.47
Q1 2016	5,885	$434	$68.04	$51.97 - $77.03
Q4 2015	8,700	$682	$77.15	$67.86 - $81.90
Q3 2015	5,054	$351	$70.04	$63.39 - $73.63
Q2 2015	3,765	$262	$70.36	$64.63 - $77.52
Q1 2015	4,067	$296	$61.28	$54.29 - $70.15
Q4 2014	3,794	$225	$58.25	$50.43 - $63.96
Q3 2014	3,768	$217	$55.64	$51.85 - $60.70