SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025

Shares 9,441 Value ($000) $2,501 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 9,635 Value ($000) $2,283 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 9,641 Value ($000) $2,629 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 9,259 Value ($000) $2,485 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 9,209 Value ($000) $3,079 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 9,224 Value ($000) $2,525 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 8,924 Value ($000) $2,294 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 8,983 Value ($000) $2,706 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 9,183 Value ($000) $2,416 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 9,068 Value ($000) $1,839 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 8,785 Value ($000) $1,856 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 8,885 Value ($000) $1,775 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 8,925 Value ($000) $1,183 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 9,029 Value ($000) $1,299 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 7,764 Value ($000) $1,281 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 6,757 Value ($000) $1,435 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 4,087 Value ($000) $1,039 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 3,933 Value ($000) $1,067 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 3,893 Value ($000) $951 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 3,870 Value ($000) $820 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 3,805 Value ($000) $847 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 3,345 Value ($000) $841 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 3,311 Value ($000) $620 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 3,268 Value ($000) $471 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 3,279 Value ($000) $533 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 3,258 Value ($000) $484 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 3,158 Value ($000) $479 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 2,808 Value ($000) $445 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 2,640 Value ($000) $362 Avg Close $135.90 Range $112.24 - $159.26

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,441	$2,501	$248.17	$221.60 - $269.11
Q3 2025	9,635	$2,283	$251.43	$225.72 - $275.87
Q2 2025	9,641	$2,629	$266.04	$228.51 - $294.59
Q1 2025	9,259	$2,485	$309.01	$257.51 - $364.71
Q4 2024	9,209	$3,079	$316.76	$267.64 - $366.19
Q3 2024	9,224	$2,525	$253.82	$230.08 - $276.52
Q2 2024	8,924	$2,294	$264.72	$209.73 - $307.96
Q1 2024	8,983	$2,706	$285.15	$246.84 - $314.88
Q4 2023	9,183	$2,416	$223.60	$191.35 - $265.14
Q3 2023	9,068	$1,839	$213.47	$197.15 - $235.36
Q2 2023	8,785	$1,856	$201.68	$185.06 - $222.30
Q1 2023	8,885	$1,775	$166.88	$131.43 - $197.60
Q4 2022	8,925	$1,183	$144.17	$124.82 - $164.04
Q3 2022	9,029	$1,299	$167.53	$142.02 - $192.04
Q2 2022	7,764	$1,281	$174.57	$152.69 - $218.35
Q1 2022	6,757	$1,435	$212.63	$182.23 - $253.79
Q4 2021	4,087	$1,039	$277.61	$242.31 - $308.01
Q3 2021	3,933	$1,067	$250.91	$231.50 - $282.92
Q2 2021	3,893	$951	$227.70	$206.40 - $244.72
Q1 2021	3,870	$820	$219.95	$199.09 - $248.21
Q4 2020	3,805	$847	$240.26	$213.04 - $267.67
Q3 2020	3,345	$841	$216.28	$179.75 - $281.08
Q2 2020	3,311	$620	$166.47	$128.48 - $191.76
Q1 2020	3,268	$471	$169.39	$113.91 - $193.37
Q4 2019	3,279	$533	$154.88	$139.79 - $164.34
Q3 2019	3,258	$484	$150.15	$136.21 - $159.67
Q2 2019	3,158	$479	$154.83	$140.80 - $165.55
Q1 2019	2,808	$445	$153.14	$128.54 - $164.99
Q4 2018	2,640	$362	$135.90	$112.24 - $159.26