SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025

Shares 23,093 Value ($000) $6,118 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 22,896 Value ($000) $5,426 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 19,510 Value ($000) $5,322 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 11,027 Value ($000) $2,960 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 9,733 Value ($000) $3,255 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 7,994 Value ($000) $2,188 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 8,185 Value ($000) $2,104 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 6,203 Value ($000) $1,868 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 4,312 Value ($000) $1,135 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 4,091 Value ($000) $830 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 7,306 Value ($000) $490 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 4,848 Value ($000) $325 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 13,101 Value ($000) $1 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 19,178 Value ($000) $1,419 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 27 Value ($000) $2 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 15,308 Value ($000) $1,111 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 14,474 Value ($000) $3,705 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 9,045 Value ($000) $2,458 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 12,079 Value ($000) $2,938 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 7,709 Value ($000) $1,635 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 6,838 Value ($000) $1,523 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 6,507 Value ($000) $1,652 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 5,907 Value ($000) $1,080 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 5,427 Value ($000) $841 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 14,456 Value ($000) $2,380 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 6,901 Value ($000) $1,018 Avg Close $150.15 Range $136.21 - $159.67

Q1 2019

Shares 357 Value ($000) $57 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 4,972 Value ($000) $670 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 2,528 Value ($000) $402 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 5,875 Value ($000) $801 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 5,623 Value ($000) $575 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 5,623 Value ($000) $575 Avg Close $100.69 Range $92.33 - $107.88

Q3 2017

Shares 5,997 Value ($000) $560 Avg Close $90.89 Range $84.10 - $97.04

Q2 2017

Shares 5,859 Value ($000) $507 Avg Close $86.04 Range $80.57 - $90.89

Q1 2017

Shares 6,642 Value ($000) $548 Avg Close $78.93 Range $68.17 - $83.39

Q4 2016

Shares 6,012 Value ($000) $412 Avg Close $71.70 Range $65.63 - $79.41

Q3 2016

Shares 5,441 Value ($000) $388 Avg Close $77.06 Range $68.97 - $82.09

Q2 2016

Shares 6,748 Value ($000) $536 Avg Close $77.55 Range $72.23 - $83.47

Q1 2016

Shares 357 Value ($000) $57 Avg Close $68.04 Range $51.97 - $77.03

Q4 2015

Shares 5,954 Value ($000) $467 Avg Close $77.15 Range $67.86 - $81.90

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,093	$6,118	$248.17	$221.60 - $269.11
Q3 2025	22,896	$5,426	$251.43	$225.72 - $275.87
Q2 2025	19,510	$5,322	$266.04	$228.51 - $294.59
Q1 2025	11,027	$2,960	$309.01	$257.51 - $364.71
Q4 2024	9,733	$3,255	$316.76	$267.64 - $366.19
Q3 2024	7,994	$2,188	$253.82	$230.08 - $276.52
Q2 2024	8,185	$2,104	$264.72	$209.73 - $307.96
Q1 2024	6,203	$1,868	$285.15	$246.84 - $314.88
Q4 2023	4,312	$1,135	$223.60	$191.35 - $265.14
Q3 2023	4,091	$830	$213.47	$197.15 - $235.36
Q2 2023	7,306	$490	$201.68	$185.06 - $222.30
Q1 2023	4,848	$325	$166.88	$131.43 - $197.60
Q4 2022	13,101	$1	$144.17	$124.82 - $164.04
Q3 2022	19,178	$1,419	$167.53	$142.02 - $192.04
Q2 2022	27	$2	$174.57	$152.69 - $218.35
Q1 2022	15,308	$1,111	$212.63	$182.23 - $253.79
Q4 2021	14,474	$3,705	$277.61	$242.31 - $308.01
Q3 2021	9,045	$2,458	$250.91	$231.50 - $282.92
Q2 2021	12,079	$2,938	$227.70	$206.40 - $244.72
Q1 2021	7,709	$1,635	$219.95	$199.09 - $248.21
Q4 2020	6,838	$1,523	$240.26	$213.04 - $267.67
Q3 2020	6,507	$1,652	$216.28	$179.75 - $281.08
Q2 2020	5,907	$1,080	$166.47	$128.48 - $191.76
Q1 2020	5,427	$841	$169.39	$113.91 - $193.37
Q4 2019	14,456	$2,380	$154.88	$139.79 - $164.34
Q3 2019	6,901	$1,018	$150.15	$136.21 - $159.67
Q1 2019	357	$57	$153.14	$128.54 - $164.99
Q4 2018	4,972	$670	$135.90	$112.24 - $159.26
Q3 2018	2,528	$402	$146.61	$133.68 - $159.15
Q2 2018	5,875	$801	$126.05	$112.25 - $140.41
Q1 2018	5,623	$575	$113.46	$101.04 - $127.32
Q4 2017	5,623	$575	$100.69	$92.33 - $107.88
Q3 2017	5,997	$560	$90.89	$84.10 - $97.04
Q2 2017	5,859	$507	$86.04	$80.57 - $90.89
Q1 2017	6,642	$548	$78.93	$68.17 - $83.39
Q4 2016	6,012	$412	$71.70	$65.63 - $79.41
Q3 2016	5,441	$388	$77.06	$68.97 - $82.09
Q2 2016	6,748	$536	$77.55	$72.23 - $83.47
Q1 2016	357	$57	$68.04	$51.97 - $77.03
Q4 2015	5,954	$467	$77.15	$67.86 - $81.90