SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025

Shares 17,446 Value ($000) $4,622 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 13,021 Value ($000) $3,086 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 37,187 Value ($000) $10,140 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 36,869 Value ($000) $9,894 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 46,441 Value ($000) $15,527 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 49,548 Value ($000) $13,562 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 53,495 Value ($000) $13,754 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 47,264 Value ($000) $14,235 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 40,105 Value ($000) $10,553 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 25,969 Value ($000) $5,266 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 22,760 Value ($000) $4,808 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 12,763 Value ($000) $2,550 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 12,384 Value ($000) $1,642 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 13,615 Value ($000) $1,958 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 13,513 Value ($000) $2,230 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 5,471 Value ($000) $1,162 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 3,924 Value ($000) $997 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 3,723 Value ($000) $1,010 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 3,860 Value ($000) $943 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 2,857 Value ($000) $605 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 3,462 Value ($000) $770 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 1,177 Value ($000) $296 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 1,209 Value ($000) $226 Avg Close $166.47 Range $128.48 - $191.76

Q2 2019

Shares 1,054 Value ($000) $160 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 954 Value ($000) $151 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 328 Value ($000) $45 Avg Close $135.90 Range $112.24 - $159.26

Q2 2018

Shares 1,259 Value ($000) $172 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 294 Value ($000) $34 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 922 Value ($000) $94 Avg Close $100.69 Range $92.33 - $107.88

Q3 2017

Shares 1,297 Value ($000) $121 Avg Close $90.89 Range $84.10 - $97.04

Q2 2017

Shares 2,372 Value ($000) $205 Avg Close $86.04 Range $80.57 - $90.89

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,446	$4,622	$248.17	$221.60 - $269.11
Q3 2025	13,021	$3,086	$251.43	$225.72 - $275.87
Q2 2025	37,187	$10,140	$266.04	$228.51 - $294.59
Q1 2025	36,869	$9,894	$309.01	$257.51 - $364.71
Q4 2024	46,441	$15,527	$316.76	$267.64 - $366.19
Q3 2024	49,548	$13,562	$253.82	$230.08 - $276.52
Q2 2024	53,495	$13,754	$264.72	$209.73 - $307.96
Q1 2024	47,264	$14,235	$285.15	$246.84 - $314.88
Q4 2023	40,105	$10,553	$223.60	$191.35 - $265.14
Q3 2023	25,969	$5,266	$213.47	$197.15 - $235.36
Q2 2023	22,760	$4,808	$201.68	$185.06 - $222.30
Q1 2023	12,763	$2,550	$166.88	$131.43 - $197.60
Q4 2022	12,384	$1,642	$144.17	$124.82 - $164.04
Q3 2022	13,615	$1,958	$167.53	$142.02 - $192.04
Q2 2022	13,513	$2,230	$174.57	$152.69 - $218.35
Q1 2022	5,471	$1,162	$212.63	$182.23 - $253.79
Q4 2021	3,924	$997	$277.61	$242.31 - $308.01
Q3 2021	3,723	$1,010	$250.91	$231.50 - $282.92
Q2 2021	3,860	$943	$227.70	$206.40 - $244.72
Q1 2021	2,857	$605	$219.95	$199.09 - $248.21
Q4 2020	3,462	$770	$240.26	$213.04 - $267.67
Q3 2020	1,177	$296	$216.28	$179.75 - $281.08
Q2 2020	1,209	$226	$166.47	$128.48 - $191.76
Q2 2019	1,054	$160	$154.83	$140.80 - $165.55
Q1 2019	954	$151	$153.14	$128.54 - $164.99
Q4 2018	328	$45	$135.90	$112.24 - $159.26
Q2 2018	1,259	$172	$126.05	$112.25 - $140.41
Q1 2018	294	$34	$113.46	$101.04 - $127.32
Q4 2017	922	$94	$100.69	$92.33 - $107.88
Q3 2017	1,297	$121	$90.89	$84.10 - $97.04
Q2 2017	2,372	$205	$86.04	$80.57 - $90.89