SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025

Shares 7,774 Value ($000) $2,059 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 7,926 Value ($000) $1,879 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 7,982 Value ($000) $2,177 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 8,392 Value ($000) $2,252 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 8,330 Value ($000) $2,785 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 8,050 Value ($000) $2,203 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 7,923 Value ($000) $2,037 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 7,904 Value ($000) $2,381 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 7,908 Value ($000) $2,081 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 7,958 Value ($000) $1,614 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 7,888 Value ($000) $1,666 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 7,888 Value ($000) $1,576 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 6,013 Value ($000) $797 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 9,422 Value ($000) $1,355 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 9,222 Value ($000) $1,522 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 8,479 Value ($000) $1,796 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 8,485 Value ($000) $2,155 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 8,293 Value ($000) $2,247 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 8,272 Value ($000) $2,021 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 8,259 Value ($000) $1,750 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 8,283 Value ($000) $1,845 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 8,239 Value ($000) $2,071 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 8,176 Value ($000) $1,532 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 7,907 Value ($000) $1,136 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 7,848 Value ($000) $1,277 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 7,615 Value ($000) $1,131 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 5,686 Value ($000) $863 Avg Close $154.83 Range $140.80 - $165.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,774	$2,059	$248.17	$221.60 - $269.11
Q3 2025	7,926	$1,879	$251.43	$225.72 - $275.87
Q2 2025	7,982	$2,177	$266.04	$228.51 - $294.59
Q1 2025	8,392	$2,252	$309.01	$257.51 - $364.71
Q4 2024	8,330	$2,785	$316.76	$267.64 - $366.19
Q3 2024	8,050	$2,203	$253.82	$230.08 - $276.52
Q2 2024	7,923	$2,037	$264.72	$209.73 - $307.96
Q1 2024	7,904	$2,381	$285.15	$246.84 - $314.88
Q4 2023	7,908	$2,081	$223.60	$191.35 - $265.14
Q3 2023	7,958	$1,614	$213.47	$197.15 - $235.36
Q2 2023	7,888	$1,666	$201.68	$185.06 - $222.30
Q1 2023	7,888	$1,576	$166.88	$131.43 - $197.60
Q4 2022	6,013	$797	$144.17	$124.82 - $164.04
Q3 2022	9,422	$1,355	$167.53	$142.02 - $192.04
Q2 2022	9,222	$1,522	$174.57	$152.69 - $218.35
Q1 2022	8,479	$1,796	$212.63	$182.23 - $253.79
Q4 2021	8,485	$2,155	$277.61	$242.31 - $308.01
Q3 2021	8,293	$2,247	$250.91	$231.50 - $282.92
Q2 2021	8,272	$2,021	$227.70	$206.40 - $244.72
Q1 2021	8,259	$1,750	$219.95	$199.09 - $248.21
Q4 2020	8,283	$1,845	$240.26	$213.04 - $267.67
Q3 2020	8,239	$2,071	$216.28	$179.75 - $281.08
Q2 2020	8,176	$1,532	$166.47	$128.48 - $191.76
Q1 2020	7,907	$1,136	$169.39	$113.91 - $193.37
Q4 2019	7,848	$1,277	$154.88	$139.79 - $164.34
Q3 2019	7,615	$1,131	$150.15	$136.21 - $159.67
Q2 2019	5,686	$863	$154.83	$140.80 - $165.55