SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025

Shares 117,707 Value ($000) $31,182 Avg Close $248.17 Range $221.60 - $269.11

Q2 2025

Shares 108,802 Value ($000) $29,669 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 107,781 Value ($000) $28,924 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 104,899 Value ($000) $35,071 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 102,393 Value ($000) $28,026 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 30,031 Value ($000) $7,721 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 26,451 Value ($000) $7,967 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 21,898 Value ($000) $5,762 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 19,968 Value ($000) $4,049 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 1,045,426 Value ($000) $5,725 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 2,005 Value ($000) $228 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 12,014 Value ($000) $1,593 Avg Close $144.17 Range $124.82 - $164.04

Q2 2022

Shares 9,237 Value ($000) $1,524 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 7,459 Value ($000) $1,584 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 7,614 Value ($000) $1,935 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 5,928 Value ($000) $1,608 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 4,204 Value ($000) $1,027 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 4,153 Value ($000) $880 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 1,677 Value ($000) $373 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 1,760 Value ($000) $442 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 7,613 Value ($000) $1,426 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 7,732 Value ($000) $1,113 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 9,152 Value ($000) $1,488 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 9,339 Value ($000) $1,386 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 2,527 Value ($000) $383 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 2,055 Value ($000) $325 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 1,814 Value ($000) $248 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 2,039 Value ($000) $324 Avg Close $146.61 Range $133.68 - $159.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	117,707	$31,182	$248.17	$221.60 - $269.11
Q2 2025	108,802	$29,669	$266.04	$228.51 - $294.59
Q1 2025	107,781	$28,924	$309.01	$257.51 - $364.71
Q4 2024	104,899	$35,071	$316.76	$267.64 - $366.19
Q3 2024	102,393	$28,026	$253.82	$230.08 - $276.52
Q2 2024	30,031	$7,721	$264.72	$209.73 - $307.96
Q1 2024	26,451	$7,967	$285.15	$246.84 - $314.88
Q4 2023	21,898	$5,762	$223.60	$191.35 - $265.14
Q3 2023	19,968	$4,049	$213.47	$197.15 - $235.36
Q2 2023	1,045,426	$5,725	$201.68	$185.06 - $222.30
Q1 2023	2,005	$228	$166.88	$131.43 - $197.60
Q4 2022	12,014	$1,593	$144.17	$124.82 - $164.04
Q2 2022	9,237	$1,524	$174.57	$152.69 - $218.35
Q1 2022	7,459	$1,584	$212.63	$182.23 - $253.79
Q4 2021	7,614	$1,935	$277.61	$242.31 - $308.01
Q3 2021	5,928	$1,608	$250.91	$231.50 - $282.92
Q2 2021	4,204	$1,027	$227.70	$206.40 - $244.72
Q1 2021	4,153	$880	$219.95	$199.09 - $248.21
Q4 2020	1,677	$373	$240.26	$213.04 - $267.67
Q3 2020	1,760	$442	$216.28	$179.75 - $281.08
Q2 2020	7,613	$1,426	$166.47	$128.48 - $191.76
Q1 2020	7,732	$1,113	$169.39	$113.91 - $193.37
Q4 2019	9,152	$1,488	$154.88	$139.79 - $164.34
Q3 2019	9,339	$1,386	$150.15	$136.21 - $159.67
Q2 2019	2,527	$383	$154.83	$140.80 - $165.55
Q1 2019	2,055	$325	$153.14	$128.54 - $164.99
Q4 2018	1,814	$248	$135.90	$112.24 - $159.26
Q3 2018	2,039	$324	$146.61	$133.68 - $159.15