SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025

Shares 17,479 Value ($000) $4,630 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 23,359 Value ($000) $5,536 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 25,876 Value ($000) $7,056 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 22,935 Value ($000) $6,155 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 21,159 Value ($000) $7,074 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 18,780 Value ($000) $5,140 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 20,766 Value ($000) $5,339 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 23,091 Value ($000) $6,955 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 20,491 Value ($000) $5,392 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 20,792 Value ($000) $4,216 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 20,734 Value ($000) $4,380 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 15,565 Value ($000) $3 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 10,750 Value ($000) $1 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 17,985 Value ($000) $2,587 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 20,216 Value ($000) $3,336 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 16,053 Value ($000) $3,408 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 17,345 Value ($000) $4,408 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 17,074 Value ($000) $4,631 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 13,236 Value ($000) $3,233 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 12,616 Value ($000) $2,673 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 6,338 Value ($000) $1,410 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 5,438 Value ($000) $1,367 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 4,983 Value ($000) $933 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 4,013 Value ($000) $578 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 3,188 Value ($000) $518 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 2,546 Value ($000) $378 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 2,663 Value ($000) $406 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 2,051 Value ($000) $325 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 2,158 Value ($000) $296 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 1,686 Value ($000) $270 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 1,506 Value ($000) $211 Avg Close $126.05 Range $112.25 - $140.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,479	$4,630	$248.17	$221.60 - $269.11
Q3 2025	23,359	$5,536	$251.43	$225.72 - $275.87
Q2 2025	25,876	$7,056	$266.04	$228.51 - $294.59
Q1 2025	22,935	$6,155	$309.01	$257.51 - $364.71
Q4 2024	21,159	$7,074	$316.76	$267.64 - $366.19
Q3 2024	18,780	$5,140	$253.82	$230.08 - $276.52
Q2 2024	20,766	$5,339	$264.72	$209.73 - $307.96
Q1 2024	23,091	$6,955	$285.15	$246.84 - $314.88
Q4 2023	20,491	$5,392	$223.60	$191.35 - $265.14
Q3 2023	20,792	$4,216	$213.47	$197.15 - $235.36
Q2 2023	20,734	$4,380	$201.68	$185.06 - $222.30
Q1 2023	15,565	$3	$166.88	$131.43 - $197.60
Q4 2022	10,750	$1	$144.17	$124.82 - $164.04
Q3 2022	17,985	$2,587	$167.53	$142.02 - $192.04
Q2 2022	20,216	$3,336	$174.57	$152.69 - $218.35
Q1 2022	16,053	$3,408	$212.63	$182.23 - $253.79
Q4 2021	17,345	$4,408	$277.61	$242.31 - $308.01
Q3 2021	17,074	$4,631	$250.91	$231.50 - $282.92
Q2 2021	13,236	$3,233	$227.70	$206.40 - $244.72
Q1 2021	12,616	$2,673	$219.95	$199.09 - $248.21
Q4 2020	6,338	$1,410	$240.26	$213.04 - $267.67
Q3 2020	5,438	$1,367	$216.28	$179.75 - $281.08
Q2 2020	4,983	$933	$166.47	$128.48 - $191.76
Q1 2020	4,013	$578	$169.39	$113.91 - $193.37
Q4 2019	3,188	$518	$154.88	$139.79 - $164.34
Q3 2019	2,546	$378	$150.15	$136.21 - $159.67
Q2 2019	2,663	$406	$154.83	$140.80 - $165.55
Q1 2019	2,051	$325	$153.14	$128.54 - $164.99
Q4 2018	2,158	$296	$135.90	$112.24 - $159.26
Q3 2018	1,686	$270	$146.61	$133.68 - $159.15
Q2 2018	1,506	$211	$126.05	$112.25 - $140.41