SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 327,063 Value ($000) $86,642 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 308,791 Value ($000) $73,184 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 268,903 Value ($000) $73,327 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 273,721 Value ($000) $73,456 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 245,765 Value ($000) $82,167 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 233,743 Value ($000) $63,978 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 216,393 Value ($000) $55,635 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 213,854 Value ($000) $64,409 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 201,569 Value ($000) $53,041 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 259,538 Value ($000) $52,629 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 202,501 Value ($000) $42,780 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 207,172 Value ($000) $41,389 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 204,138 Value ($000) $27,067 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 186,076 Value ($000) $26,765 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 219,149 Value ($000) $36,169 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 198,608 Value ($000) $42,169 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 110,225 Value ($000) $28,011 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 107,591 Value ($000) $29,181 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 109,968 Value ($000) $26,861 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 132,839 Value ($000) $28,145 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 126,072 Value ($000) $28,055 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 89,245 Value ($000) $22,429 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 98,898 Value ($000) $18,527 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 99,894 Value ($000) $14,383 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 96,042 Value ($000) $15,620 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 94,953 Value ($000) $14,095 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 75,613 Value ($000) $11,473 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 69,430 Value ($000) $10,996 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 68,947 Value ($000) $9,444 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 54,329 Value ($000) $8,640 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 52,127 Value ($000) $7,110 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 51,083 Value ($000) $5,941 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 43,994 Value ($000) $4,498 Avg Close $100.69 Range $92.33 - $107.88

Q3 2017

Shares 53,437 Value ($000) $4,992 Avg Close $90.89 Range $84.10 - $97.04

Q2 2017

Shares 46,142 Value ($000) $3,996 Avg Close $86.04 Range $80.57 - $90.89

Q1 2017

Shares 45,597 Value ($000) $3,761 Avg Close $78.93 Range $68.17 - $83.39

Q4 2016

Shares 40,417 Value ($000) $2,767 Avg Close $71.70 Range $65.63 - $79.41

Q3 2016

Shares 43,764 Value ($000) $3,122 Avg Close $77.06 Range $68.97 - $82.09

Q2 2016

Shares 31,136 Value ($000) $2,473 Avg Close $77.55 Range $72.23 - $83.47

Q1 2016

Shares 29,038 Value ($000) $2,144 Avg Close $68.04 Range $51.97 - $77.03

Q4 2015

Shares 28,516 Value ($000) $2,236 Avg Close $77.15 Range $67.86 - $81.90

Q3 2015

Shares 26,111 Value ($000) $1,813 Avg Close $70.04 Range $63.39 - $73.63

Q2 2015

Shares 25,726 Value ($000) $1,791 Avg Close $70.36 Range $64.63 - $77.52

Q1 2015

Shares 27,171 Value ($000) $1,815 Avg Close $61.28 Range $54.29 - $70.15

Q4 2014

Shares 20,128 Value ($000) $1,194 Avg Close $58.25 Range $50.43 - $63.96

Q3 2014

Shares 18,136 Value ($000) $1,043 Avg Close $55.64 Range $51.85 - $60.70

Q2 2014

Shares 14,464 Value ($000) $840 Avg Close $53.37 Range $47.60 - $58.64

Q1 2014

Shares 17,414 Value ($000) $994 Avg Close $59.07 Range $53.21 - $66.20

Q4 2013

Shares 15,443 Value ($000) $852 Avg Close $52.85 Range $48.12 - $57.67

Q3 2013

Shares 13,816 Value ($000) $717 Avg Close $44.85 Range $37.28 - $53.60

Q2 2013

Shares 17,280 Value ($000) $660 Avg Close $40.78 Range $35.66 - $47.01

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	327,063	$86,642	$248.17	$221.60 - $269.11
Q3 2025	308,791	$73,184	$251.43	$225.72 - $275.87
Q2 2025	268,903	$73,327	$266.04	$228.51 - $294.59
Q1 2025	273,721	$73,456	$309.01	$257.51 - $364.71
Q4 2024	245,765	$82,167	$316.76	$267.64 - $366.19
Q3 2024	233,743	$63,978	$253.82	$230.08 - $276.52
Q2 2024	216,393	$55,635	$264.72	$209.73 - $307.96
Q1 2024	213,854	$64,409	$285.15	$246.84 - $314.88
Q4 2023	201,569	$53,041	$223.60	$191.35 - $265.14
Q3 2023	259,538	$52,629	$213.47	$197.15 - $235.36
Q2 2023	202,501	$42,780	$201.68	$185.06 - $222.30
Q1 2023	207,172	$41,389	$166.88	$131.43 - $197.60
Q4 2022	204,138	$27,067	$144.17	$124.82 - $164.04
Q3 2022	186,076	$26,765	$167.53	$142.02 - $192.04
Q2 2022	219,149	$36,169	$174.57	$152.69 - $218.35
Q1 2022	198,608	$42,169	$212.63	$182.23 - $253.79
Q4 2021	110,225	$28,011	$277.61	$242.31 - $308.01
Q3 2021	107,591	$29,181	$250.91	$231.50 - $282.92
Q2 2021	109,968	$26,861	$227.70	$206.40 - $244.72
Q1 2021	132,839	$28,145	$219.95	$199.09 - $248.21
Q4 2020	126,072	$28,055	$240.26	$213.04 - $267.67
Q3 2020	89,245	$22,429	$216.28	$179.75 - $281.08
Q2 2020	98,898	$18,527	$166.47	$128.48 - $191.76
Q1 2020	99,894	$14,383	$169.39	$113.91 - $193.37
Q4 2019	96,042	$15,620	$154.88	$139.79 - $164.34
Q3 2019	94,953	$14,095	$150.15	$136.21 - $159.67
Q2 2019	75,613	$11,473	$154.83	$140.80 - $165.55
Q1 2019	69,430	$10,996	$153.14	$128.54 - $164.99
Q4 2018	68,947	$9,444	$135.90	$112.24 - $159.26
Q3 2018	54,329	$8,640	$146.61	$133.68 - $159.15
Q2 2018	52,127	$7,110	$126.05	$112.25 - $140.41
Q1 2018	51,083	$5,941	$113.46	$101.04 - $127.32
Q4 2017	43,994	$4,498	$100.69	$92.33 - $107.88
Q3 2017	53,437	$4,992	$90.89	$84.10 - $97.04
Q2 2017	46,142	$3,996	$86.04	$80.57 - $90.89
Q1 2017	45,597	$3,761	$78.93	$68.17 - $83.39
Q4 2016	40,417	$2,767	$71.70	$65.63 - $79.41
Q3 2016	43,764	$3,122	$77.06	$68.97 - $82.09
Q2 2016	31,136	$2,473	$77.55	$72.23 - $83.47
Q1 2016	29,038	$2,144	$68.04	$51.97 - $77.03
Q4 2015	28,516	$2,236	$77.15	$67.86 - $81.90
Q3 2015	26,111	$1,813	$70.04	$63.39 - $73.63
Q2 2015	25,726	$1,791	$70.36	$64.63 - $77.52
Q1 2015	27,171	$1,815	$61.28	$54.29 - $70.15
Q4 2014	20,128	$1,194	$58.25	$50.43 - $63.96
Q3 2014	18,136	$1,043	$55.64	$51.85 - $60.70
Q2 2014	14,464	$840	$53.37	$47.60 - $58.64
Q1 2014	17,414	$994	$59.07	$53.21 - $66.20
Q4 2013	15,443	$852	$52.85	$48.12 - $57.67
Q3 2013	13,816	$717	$44.85	$37.28 - $53.60
Q2 2013	17,280	$660	$40.78	$35.66 - $47.01