SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025

Shares 9,649 Value ($000) $2,556 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 9,839 Value ($000) $2,332 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 10,190 Value ($000) $2,779 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 10,332 Value ($000) $2,773 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 10,391 Value ($000) $3,474 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 10,514 Value ($000) $2,878 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 9,945 Value ($000) $2,557 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 9,006 Value ($000) $2,712 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 8,988 Value ($000) $2,365 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 9,651 Value ($000) $1,957 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 9,850 Value ($000) $2,081 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 9,354 Value ($000) $1,869 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 9,395 Value ($000) $1,246 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 10,525 Value ($000) $1,514 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 10,723 Value ($000) $1,770 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 10,481 Value ($000) $2,225 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 9,630 Value ($000) $2,447 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 9,227 Value ($000) $2,503 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 9,117 Value ($000) $2,227 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 9,184 Value ($000) $1,946 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 8,988 Value ($000) $2,000 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 8,505 Value ($000) $2,137 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 8,285 Value ($000) $1,552 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 8,221 Value ($000) $1,184 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 8,715 Value ($000) $1,417 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 8,709 Value ($000) $1,293 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 5,588 Value ($000) $848 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 5,903 Value ($000) $935 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 5,457 Value ($000) $747 Avg Close $135.90 Range $112.24 - $159.26

Q2 2017

Shares 3,398 Value ($000) $294 Avg Close $86.04 Range $80.57 - $90.89

Q2 2013

Shares 116 Value ($000) $4 Avg Close $40.78 Range $35.66 - $47.01

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,649	$2,556	$248.17	$221.60 - $269.11
Q3 2025	9,839	$2,332	$251.43	$225.72 - $275.87
Q2 2025	10,190	$2,779	$266.04	$228.51 - $294.59
Q1 2025	10,332	$2,773	$309.01	$257.51 - $364.71
Q4 2024	10,391	$3,474	$316.76	$267.64 - $366.19
Q3 2024	10,514	$2,878	$253.82	$230.08 - $276.52
Q2 2024	9,945	$2,557	$264.72	$209.73 - $307.96
Q1 2024	9,006	$2,712	$285.15	$246.84 - $314.88
Q4 2023	8,988	$2,365	$223.60	$191.35 - $265.14
Q3 2023	9,651	$1,957	$213.47	$197.15 - $235.36
Q2 2023	9,850	$2,081	$201.68	$185.06 - $222.30
Q1 2023	9,354	$1,869	$166.88	$131.43 - $197.60
Q4 2022	9,395	$1,246	$144.17	$124.82 - $164.04
Q3 2022	10,525	$1,514	$167.53	$142.02 - $192.04
Q2 2022	10,723	$1,770	$174.57	$152.69 - $218.35
Q1 2022	10,481	$2,225	$212.63	$182.23 - $253.79
Q4 2021	9,630	$2,447	$277.61	$242.31 - $308.01
Q3 2021	9,227	$2,503	$250.91	$231.50 - $282.92
Q2 2021	9,117	$2,227	$227.70	$206.40 - $244.72
Q1 2021	9,184	$1,946	$219.95	$199.09 - $248.21
Q4 2020	8,988	$2,000	$240.26	$213.04 - $267.67
Q3 2020	8,505	$2,137	$216.28	$179.75 - $281.08
Q2 2020	8,285	$1,552	$166.47	$128.48 - $191.76
Q1 2020	8,221	$1,184	$169.39	$113.91 - $193.37
Q4 2019	8,715	$1,417	$154.88	$139.79 - $164.34
Q3 2019	8,709	$1,293	$150.15	$136.21 - $159.67
Q2 2019	5,588	$848	$154.83	$140.80 - $165.55
Q1 2019	5,903	$935	$153.14	$128.54 - $164.99
Q4 2018	5,457	$747	$135.90	$112.24 - $159.26
Q2 2017	3,398	$294	$86.04	$80.57 - $90.89
Q2 2013	116	$4	$40.78	$35.66 - $47.01