SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q2 2025
Shares 989 Value ($000) $270 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 1,074 Value ($000) $288 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 1,070 Value ($000) $358 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,045 Value ($000) $286 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,038 Value ($000) $267 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 1,241 Value ($000) $374 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 1,198 Value ($000) $315 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 1,202 Value ($000) $244 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,214 Value ($000) $256 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 1,228 Value ($000) $245 Avg Close $166.88 Range $131.43 - $197.60
Q3 2022
Shares 1,756 Value ($000) $253 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 1,950 Value ($000) $322 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 4,599 Value ($000) $976 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 4,750 Value ($000) $1,207 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 4,766 Value ($000) $1,293 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 4,869 Value ($000) $1,189 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 9,610 Value ($000) $2,036 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 10,590 Value ($000) $2,357 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 9,779 Value ($000) $2,458 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 9,108 Value ($000) $1,706 Avg Close $166.47 Range $128.48 - $191.76