SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025

Shares 12,069 Value ($000) $3,202 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 5,879 Value ($000) $1,395 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 3,065 Value ($000) $836 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 3,552 Value ($000) $953 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 15,946 Value ($000) $5,331 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 18,190 Value ($000) $4,979 Avg Close $253.82 Range $230.08 - $276.52

Q1 2024

Shares 1,258 Value ($000) $379 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 790 Value ($000) $208 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 6,243 Value ($000) $1,266 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 1,722 Value ($000) $364 Avg Close $201.68 Range $185.06 - $222.30

Q1 2022

Shares 2,271 Value ($000) $482 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 4,614 Value ($000) $1,173 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 4,581 Value ($000) $1,242 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 4,176 Value ($000) $1,020 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 4,153 Value ($000) $880 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 5,643 Value ($000) $1,256 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 5,374 Value ($000) $1,351 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 3,357 Value ($000) $629 Avg Close $166.47 Range $128.48 - $191.76

Q4 2019

Shares 1,672 Value ($000) $305 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 2,023 Value ($000) $329 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 1,499 Value ($000) $212 Avg Close $154.83 Range $140.80 - $165.55

Q3 2018

Shares 1,794 Value ($000) $254 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 1,802 Value ($000) $246 Avg Close $126.05 Range $112.25 - $140.41

Q1 2018

Shares 1,739 Value ($000) $202 Avg Close $113.46 Range $101.04 - $127.32

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,069	$3,202	$248.17	$221.60 - $269.11
Q3 2025	5,879	$1,395	$251.43	$225.72 - $275.87
Q2 2025	3,065	$836	$266.04	$228.51 - $294.59
Q1 2025	3,552	$953	$309.01	$257.51 - $364.71
Q4 2024	15,946	$5,331	$316.76	$267.64 - $366.19
Q3 2024	18,190	$4,979	$253.82	$230.08 - $276.52
Q1 2024	1,258	$379	$285.15	$246.84 - $314.88
Q4 2023	790	$208	$223.60	$191.35 - $265.14
Q3 2023	6,243	$1,266	$213.47	$197.15 - $235.36
Q2 2023	1,722	$364	$201.68	$185.06 - $222.30
Q1 2022	2,271	$482	$212.63	$182.23 - $253.79
Q4 2021	4,614	$1,173	$277.61	$242.31 - $308.01
Q3 2021	4,581	$1,242	$250.91	$231.50 - $282.92
Q2 2021	4,176	$1,020	$227.70	$206.40 - $244.72
Q1 2021	4,153	$880	$219.95	$199.09 - $248.21
Q4 2020	5,643	$1,256	$240.26	$213.04 - $267.67
Q3 2020	5,374	$1,351	$216.28	$179.75 - $281.08
Q2 2020	3,357	$629	$166.47	$128.48 - $191.76
Q4 2019	1,672	$305	$154.88	$139.79 - $164.34
Q3 2019	2,023	$329	$150.15	$136.21 - $159.67
Q2 2019	1,499	$212	$154.83	$140.80 - $165.55
Q3 2018	1,794	$254	$146.61	$133.68 - $159.15
Q2 2018	1,802	$246	$126.05	$112.25 - $140.41
Q1 2018	1,739	$202	$113.46	$101.04 - $127.32