SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025

Shares 21,209 Value ($000) $4,953 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 22,007 Value ($000) $5,276 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 22,551 Value ($000) $6,110 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 23,263 Value ($000) $5,932 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 23,944 Value ($000) $7,747 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 25,416 Value ($000) $7,411 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 27,324 Value ($000) $6,897 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 28,692 Value ($000) $8,597 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 29,625 Value ($000) $7,443 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 32,111 Value ($000) $6,482 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 34,527 Value ($000) $7,348 Avg Close $201.68 Range $185.06 - $222.30

Q4 2022

Shares 37,244 Value ($000) $5,633 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 45,993 Value ($000) $6,616 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 47,127 Value ($000) $7,778 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 30,812 Value ($000) $6,542 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 29,666 Value ($000) $7,539 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 27,652 Value ($000) $7,500 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 217 Value ($000) $53 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 203 Value ($000) $43 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 503 Value ($000) $112 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 352 Value ($000) $88 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 399 Value ($000) $75 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 99 Value ($000) $14 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 99 Value ($000) $16 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 99 Value ($000) $15 Avg Close $150.15 Range $136.21 - $159.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,209	$4,953	$248.17	$221.60 - $269.11
Q3 2025	22,007	$5,276	$251.43	$225.72 - $275.87
Q2 2025	22,551	$6,110	$266.04	$228.51 - $294.59
Q1 2025	23,263	$5,932	$309.01	$257.51 - $364.71
Q4 2024	23,944	$7,747	$316.76	$267.64 - $366.19
Q3 2024	25,416	$7,411	$253.82	$230.08 - $276.52
Q2 2024	27,324	$6,897	$264.72	$209.73 - $307.96
Q1 2024	28,692	$8,597	$285.15	$246.84 - $314.88
Q4 2023	29,625	$7,443	$223.60	$191.35 - $265.14
Q3 2023	32,111	$6,482	$213.47	$197.15 - $235.36
Q2 2023	34,527	$7,348	$201.68	$185.06 - $222.30
Q4 2022	37,244	$5,633	$144.17	$124.82 - $164.04
Q3 2022	45,993	$6,616	$167.53	$142.02 - $192.04
Q2 2022	47,127	$7,778	$174.57	$152.69 - $218.35
Q1 2022	30,812	$6,542	$212.63	$182.23 - $253.79
Q4 2021	29,666	$7,539	$277.61	$242.31 - $308.01
Q3 2021	27,652	$7,500	$250.91	$231.50 - $282.92
Q2 2021	217	$53	$227.70	$206.40 - $244.72
Q1 2021	203	$43	$219.95	$199.09 - $248.21
Q4 2020	503	$112	$240.26	$213.04 - $267.67
Q3 2020	352	$88	$216.28	$179.75 - $281.08
Q2 2020	399	$75	$166.47	$128.48 - $191.76
Q1 2020	99	$14	$169.39	$113.91 - $193.37
Q4 2019	99	$16	$154.88	$139.79 - $164.34
Q3 2019	99	$15	$150.15	$136.21 - $159.67