SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 231,697 Value ($000) $61,379 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 191,036 Value ($000) $45,276 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 171,264 Value ($000) $46,703 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 145,043 Value ($000) $38,924 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 140,284 Value ($000) $46,902 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 133,288 Value ($000) $36,482 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 150,790 Value ($000) $38,768 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 149,162 Value ($000) $44,925 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 159,519 Value ($000) $44,656 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 132,734 Value ($000) $26,916 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 99,408 Value ($000) $21,001 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 96,092 Value ($000) $19,197 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 89,767 Value ($000) $11,902 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 87,248 Value ($000) $12,550 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 42,971 Value ($000) $7,092 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 40,859 Value ($000) $8,675 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 42,485 Value ($000) $10,797 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 44,586 Value ($000) $12,093 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 34,115 Value ($000) $8,333 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 54,744 Value ($000) $11,599 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 43,905 Value ($000) $9,770 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 39,827 Value ($000) $10,009 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 33,688 Value ($000) $6,311 Avg Close $166.47 Range $128.48 - $191.76
Q1 2020
Shares 26,548 Value ($000) $3,822 Avg Close $169.39 Range $113.91 - $193.37
Q4 2019
Shares 19,310 Value ($000) $3,141 Avg Close $154.88 Range $139.79 - $164.34
Q3 2019
Shares 15,738 Value ($000) $2,336 Avg Close $150.15 Range $136.21 - $159.67
Q2 2019
Shares 14,653 Value ($000) $2,223 Avg Close $154.83 Range $140.80 - $165.55
Q1 2019
Shares 5,712 Value ($000) $905 Avg Close $153.14 Range $128.54 - $164.99
Q4 2018
Shares 3,144 Value ($000) $431 Avg Close $135.90 Range $112.24 - $159.26
Q3 2018
Shares 1,997 Value ($000) $318 Avg Close $146.61 Range $133.68 - $159.15