SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025

Shares 11,799 Value ($000) $3,126 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 9,966 Value ($000) $2,362 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 8,263 Value ($000) $2,253 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 6,461 Value ($000) $1,734 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 6,555 Value ($000) $2,192 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 6,367 Value ($000) $1,743 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 5,716 Value ($000) $1,470 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 5,830 Value ($000) $1,756 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 5,286 Value ($000) $1,391 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 4,729 Value ($000) $959 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 3,871 Value ($000) $818 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 3,507 Value ($000) $701 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 2,279 Value ($000) $302 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 1,732 Value ($000) $249 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 2,721 Value ($000) $449 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 1,814 Value ($000) $385 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 2,224 Value ($000) $565 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 1,609 Value ($000) $436 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 1,358 Value ($000) $332 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 984 Value ($000) $208 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 1,099 Value ($000) $245 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 907 Value ($000) $228 Avg Close $216.28 Range $179.75 - $281.08

Q1 2019

Shares 156 Value ($000) $25 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 86 Value ($000) $12 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 82 Value ($000) $13 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 82 Value ($000) $12 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 48 Value ($000) $5 Avg Close $113.46 Range $101.04 - $127.32

Q4 2017

Shares 48 Value ($000) $4 Avg Close $100.69 Range $92.33 - $107.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,799	$3,126	$248.17	$221.60 - $269.11
Q3 2025	9,966	$2,362	$251.43	$225.72 - $275.87
Q2 2025	8,263	$2,253	$266.04	$228.51 - $294.59
Q1 2025	6,461	$1,734	$309.01	$257.51 - $364.71
Q4 2024	6,555	$2,192	$316.76	$267.64 - $366.19
Q3 2024	6,367	$1,743	$253.82	$230.08 - $276.52
Q2 2024	5,716	$1,470	$264.72	$209.73 - $307.96
Q1 2024	5,830	$1,756	$285.15	$246.84 - $314.88
Q4 2023	5,286	$1,391	$223.60	$191.35 - $265.14
Q3 2023	4,729	$959	$213.47	$197.15 - $235.36
Q2 2023	3,871	$818	$201.68	$185.06 - $222.30
Q1 2023	3,507	$701	$166.88	$131.43 - $197.60
Q4 2022	2,279	$302	$144.17	$124.82 - $164.04
Q3 2022	1,732	$249	$167.53	$142.02 - $192.04
Q2 2022	2,721	$449	$174.57	$152.69 - $218.35
Q1 2022	1,814	$385	$212.63	$182.23 - $253.79
Q4 2021	2,224	$565	$277.61	$242.31 - $308.01
Q3 2021	1,609	$436	$250.91	$231.50 - $282.92
Q2 2021	1,358	$332	$227.70	$206.40 - $244.72
Q1 2021	984	$208	$219.95	$199.09 - $248.21
Q4 2020	1,099	$245	$240.26	$213.04 - $267.67
Q3 2020	907	$228	$216.28	$179.75 - $281.08
Q1 2019	156	$25	$153.14	$128.54 - $164.99
Q4 2018	86	$12	$135.90	$112.24 - $159.26
Q3 2018	82	$13	$146.61	$133.68 - $159.15
Q2 2018	82	$12	$126.05	$112.25 - $140.41
Q1 2018	48	$5	$113.46	$101.04 - $127.32
Q4 2017	48	$4	$100.69	$92.33 - $107.88