SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,945 Value ($000) $515 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 1,948 Value ($000) $462 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 2,076 Value ($000) $566 Avg Close $266.04 Range $228.51 - $294.59
Q4 2024
Shares 1,821 Value ($000) $609 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 898 Value ($000) $246 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 8,890 Value ($000) $0 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 824 Value ($000) $0 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 873 Value ($000) $0 Avg Close $223.60 Range $191.35 - $265.14
Q2 2023
Shares 998 Value ($000) $211 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 1,523 Value ($000) $299 Avg Close $166.88 Range $131.43 - $197.60
Q4 2021
Shares 848 Value ($000) $215 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 1,346 Value ($000) $373 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 951 Value ($000) $232 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 511 Value ($000) $116 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 511 Value ($000) $116 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 502 Value ($000) $126 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 504 Value ($000) $94 Avg Close $166.47 Range $128.48 - $191.76
Q1 2020
Shares 257 Value ($000) $37 Avg Close $169.39 Range $113.91 - $193.37
Q4 2019
Shares 250 Value ($000) $41 Avg Close $154.88 Range $139.79 - $164.34
Q3 2019
Shares 115 Value ($000) $17 Avg Close $150.15 Range $136.21 - $159.67
Q2 2019
Shares 335 Value ($000) $51 Avg Close $154.83 Range $140.80 - $165.55
Q1 2019
Shares 112 Value ($000) $17 Avg Close $153.14 Range $128.54 - $164.99
Q4 2018
Shares 105 Value ($000) $14 Avg Close $135.90 Range $112.24 - $159.26