SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025

Shares 129,623 Value ($000) $34,338 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 66,589 Value ($000) $15,782 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 60,870 Value ($000) $16,599 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 60,580 Value ($000) $16,257 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 16,314 Value ($000) $5,454 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 10,056 Value ($000) $2,752 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 10,852 Value ($000) $2,790 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 9,663 Value ($000) $2,910 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 4,129 Value ($000) $1,087 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 3,658 Value ($000) $742 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 3,808 Value ($000) $804 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 1,461 Value ($000) $292 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 1,710 Value ($000) $227 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 1,694 Value ($000) $243 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 1,361 Value ($000) $225 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 1,161 Value ($000) $247 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 1,360 Value ($000) $282 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 1,455 Value ($000) $440 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 1,498 Value ($000) $377 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 944 Value ($000) $211 Avg Close $219.95 Range $199.09 - $248.21

Q3 2018

Shares 1,737 Value ($000) $276 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 1,737 Value ($000) $237 Avg Close $126.05 Range $112.25 - $140.41

Q4 2017

Shares 4,288 Value ($000) $438 Avg Close $100.69 Range $92.33 - $107.88

Q3 2014

Shares 183 Value ($000) $11 Avg Close $55.64 Range $51.85 - $60.70

Q2 2014

Shares 183 Value ($000) $11 Avg Close $53.37 Range $47.60 - $58.64

Q1 2014

Shares 182 Value ($000) $10 Avg Close $59.07 Range $53.21 - $66.20

Q4 2013

Shares 199 Value ($000) $11 Avg Close $52.85 Range $48.12 - $57.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	129,623	$34,338	$248.17	$221.60 - $269.11
Q3 2025	66,589	$15,782	$251.43	$225.72 - $275.87
Q2 2025	60,870	$16,599	$266.04	$228.51 - $294.59
Q1 2025	60,580	$16,257	$309.01	$257.51 - $364.71
Q4 2024	16,314	$5,454	$316.76	$267.64 - $366.19
Q3 2024	10,056	$2,752	$253.82	$230.08 - $276.52
Q2 2024	10,852	$2,790	$264.72	$209.73 - $307.96
Q1 2024	9,663	$2,910	$285.15	$246.84 - $314.88
Q4 2023	4,129	$1,087	$223.60	$191.35 - $265.14
Q3 2023	3,658	$742	$213.47	$197.15 - $235.36
Q2 2023	3,808	$804	$201.68	$185.06 - $222.30
Q1 2023	1,461	$292	$166.88	$131.43 - $197.60
Q4 2022	1,710	$227	$144.17	$124.82 - $164.04
Q3 2022	1,694	$243	$167.53	$142.02 - $192.04
Q2 2022	1,361	$225	$174.57	$152.69 - $218.35
Q1 2022	1,161	$247	$212.63	$182.23 - $253.79
Q4 2021	1,360	$282	$277.61	$242.31 - $308.01
Q3 2021	1,455	$440	$250.91	$231.50 - $282.92
Q2 2021	1,498	$377	$227.70	$206.40 - $244.72
Q1 2021	944	$211	$219.95	$199.09 - $248.21
Q3 2018	1,737	$276	$146.61	$133.68 - $159.15
Q2 2018	1,737	$237	$126.05	$112.25 - $140.41
Q4 2017	4,288	$438	$100.69	$92.33 - $107.88
Q3 2014	183	$11	$55.64	$51.85 - $60.70
Q2 2014	183	$11	$53.37	$47.60 - $58.64
Q1 2014	182	$10	$59.07	$53.21 - $66.20
Q4 2013	199	$11	$52.85	$48.12 - $57.67