SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025

Shares 4,593 Value ($000) $1,217 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 4,078 Value ($000) $967 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 4,078 Value ($000) $1,112 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 3,908 Value ($000) $1,049 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 4,001 Value ($000) $1,337 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 3,680 Value ($000) $1,007 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 3,169 Value ($000) $815 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 3,210 Value ($000) $967 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 3,126 Value ($000) $823 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 3,049 Value ($000) $618 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 2,439 Value ($000) $515 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 2,426 Value ($000) $485 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 5,360 Value ($000) $1 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 6,645 Value ($000) $956 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 6,413 Value ($000) $1,058 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 5,836 Value ($000) $1,239 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 4,734 Value ($000) $1,203 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 4,382 Value ($000) $1,188 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 3,994 Value ($000) $976 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 3,156 Value ($000) $669 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 2,699 Value ($000) $601 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 2,066 Value ($000) $519 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 1,494 Value ($000) $280 Avg Close $166.47 Range $128.48 - $191.76

Q3 2018

Shares 1,672 Value ($000) $266 Avg Close $146.61 Range $133.68 - $159.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,593	$1,217	$248.17	$221.60 - $269.11
Q3 2025	4,078	$967	$251.43	$225.72 - $275.87
Q2 2025	4,078	$1,112	$266.04	$228.51 - $294.59
Q1 2025	3,908	$1,049	$309.01	$257.51 - $364.71
Q4 2024	4,001	$1,337	$316.76	$267.64 - $366.19
Q3 2024	3,680	$1,007	$253.82	$230.08 - $276.52
Q2 2024	3,169	$815	$264.72	$209.73 - $307.96
Q1 2024	3,210	$967	$285.15	$246.84 - $314.88
Q4 2023	3,126	$823	$223.60	$191.35 - $265.14
Q3 2023	3,049	$618	$213.47	$197.15 - $235.36
Q2 2023	2,439	$515	$201.68	$185.06 - $222.30
Q1 2023	2,426	$485	$166.88	$131.43 - $197.60
Q4 2022	5,360	$1	$144.17	$124.82 - $164.04
Q3 2022	6,645	$956	$167.53	$142.02 - $192.04
Q2 2022	6,413	$1,058	$174.57	$152.69 - $218.35
Q1 2022	5,836	$1,239	$212.63	$182.23 - $253.79
Q4 2021	4,734	$1,203	$277.61	$242.31 - $308.01
Q3 2021	4,382	$1,188	$250.91	$231.50 - $282.92
Q2 2021	3,994	$976	$227.70	$206.40 - $244.72
Q1 2021	3,156	$669	$219.95	$199.09 - $248.21
Q4 2020	2,699	$601	$240.26	$213.04 - $267.67
Q3 2020	2,066	$519	$216.28	$179.75 - $281.08
Q2 2020	1,494	$280	$166.47	$128.48 - $191.76
Q3 2018	1,672	$266	$146.61	$133.68 - $159.15