SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 2,285 Value ($000) $605 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 3,727 Value ($000) $883 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 3,622 Value ($000) $988 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 3,619 Value ($000) $971 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 3,615 Value ($000) $1,209 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,971 Value ($000) $539 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,993 Value ($000) $512 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 1,919 Value ($000) $578 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 1,944 Value ($000) $512 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 1,923 Value ($000) $390 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,917 Value ($000) $405 Avg Close $201.68 Range $185.06 - $222.30
Q3 2022
Shares 1,499 Value ($000) $216 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 1,223 Value ($000) $202 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 1,017 Value ($000) $216 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 1,420 Value ($000) $361 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 1,633 Value ($000) $443 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 1,378 Value ($000) $337 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 1,940 Value ($000) $411 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 1,753 Value ($000) $390 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 1,753 Value ($000) $441 Avg Close $216.28 Range $179.75 - $281.08