SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Trek Financial, LLC's Holding History (CIK: 0001768195)

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

Q4 2025
Shares 7,827 Value ($000) $2,073 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 6,158 Value ($000) $1,459 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 4,770 Value ($000) $1,301 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 1,465 Value ($000) $393 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 11,240 Value ($000) $3,758 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 748 Value ($000) $205 Avg Close $253.82 Range $230.08 - $276.52
Q1 2024
Shares 1,760 Value ($000) $530 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 854 Value ($000) $225 Avg Close $223.60 Range $191.35 - $265.14
Q2 2022
Shares 1,484 Value ($000) $245 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 980 Value ($000) $208 Avg Close $212.63 Range $182.23 - $253.79