SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025

Shares 20,475 Value ($000) $5,424 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 21,505 Value ($000) $5,097 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 16,122 Value ($000) $4,396 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 15,937 Value ($000) $4,277 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 17,179 Value ($000) $5,744 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 15,460 Value ($000) $4,232 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 15,570 Value ($000) $4,003 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 13,237 Value ($000) $3,987 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 8,324 Value ($000) $2 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 368 Value ($000) $0 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 588 Value ($000) $0 Avg Close $201.68 Range $185.06 - $222.30

Q1 2022

Shares 541 Value ($000) $115 Avg Close $212.63 Range $182.23 - $253.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,475	$5,424	$248.17	$221.60 - $269.11
Q3 2025	21,505	$5,097	$251.43	$225.72 - $275.87
Q2 2025	16,122	$4,396	$266.04	$228.51 - $294.59
Q1 2025	15,937	$4,277	$309.01	$257.51 - $364.71
Q4 2024	17,179	$5,744	$316.76	$267.64 - $366.19
Q3 2024	15,460	$4,232	$253.82	$230.08 - $276.52
Q2 2024	15,570	$4,003	$264.72	$209.73 - $307.96
Q1 2024	13,237	$3,987	$285.15	$246.84 - $314.88
Q4 2023	8,324	$2	$223.60	$191.35 - $265.14
Q3 2023	368	$0	$213.47	$197.15 - $235.36
Q2 2023	588	$0	$201.68	$185.06 - $222.30
Q1 2022	541	$115	$212.63	$182.23 - $253.79