SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q1 2024

Shares 719 Value ($000) $217 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 819 Value ($000) $216 Avg Close $223.60 Range $191.35 - $265.14

Q3 2020

Shares 939 Value ($000) $237 Avg Close $216.28 Range $179.75 - $281.08

Q1 2018

Shares 584 Value ($000) $68 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 584 Value ($000) $60 Avg Close $100.69 Range $92.33 - $107.88

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	719	$217	$285.15	$246.84 - $314.88
Q4 2023	819	$216	$223.60	$191.35 - $265.14
Q3 2020	939	$237	$216.28	$179.75 - $281.08
Q1 2018	584	$68	$113.46	$101.04 - $127.32
Q4 2017	584	$60	$100.69	$92.33 - $107.88