SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025

Shares 6,555 Value ($000) $1,736 Avg Close $248.17 Range $221.60 - $269.11

Q2 2025

Shares 7,054 Value ($000) $1,924 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 5,648 Value ($000) $1,516 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 5,342 Value ($000) $1,786 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 5,358 Value ($000) $1,467 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 6,407 Value ($000) $1,647 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 6,335 Value ($000) $1,908 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 6,347 Value ($000) $1,670 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 6,349 Value ($000) $1,287 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 6,349 Value ($000) $1,341 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 6,628 Value ($000) $1,324 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 5,556 Value ($000) $737 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 6,802 Value ($000) $978 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 6,776 Value ($000) $1,118 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 6,953 Value ($000) $1,476 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 7,014 Value ($000) $1,782 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 7,018 Value ($000) $1,903 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 7,088 Value ($000) $1,731 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 6,360 Value ($000) $1,347 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 5,812 Value ($000) $1,293 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 5,113 Value ($000) $1,285 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 5,230 Value ($000) $980 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 5,109 Value ($000) $736 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 3,742 Value ($000) $609 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 2,387 Value ($000) $354 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 2,401 Value ($000) $340 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 2,433 Value ($000) $385 Avg Close $153.14 Range $128.54 - $164.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,555	$1,736	$248.17	$221.60 - $269.11
Q2 2025	7,054	$1,924	$266.04	$228.51 - $294.59
Q1 2025	5,648	$1,516	$309.01	$257.51 - $364.71
Q4 2024	5,342	$1,786	$316.76	$267.64 - $366.19
Q3 2024	5,358	$1,467	$253.82	$230.08 - $276.52
Q2 2024	6,407	$1,647	$264.72	$209.73 - $307.96
Q1 2024	6,335	$1,908	$285.15	$246.84 - $314.88
Q4 2023	6,347	$1,670	$223.60	$191.35 - $265.14
Q3 2023	6,349	$1,287	$213.47	$197.15 - $235.36
Q2 2023	6,349	$1,341	$201.68	$185.06 - $222.30
Q1 2023	6,628	$1,324	$166.88	$131.43 - $197.60
Q4 2022	5,556	$737	$144.17	$124.82 - $164.04
Q3 2022	6,802	$978	$167.53	$142.02 - $192.04
Q2 2022	6,776	$1,118	$174.57	$152.69 - $218.35
Q1 2022	6,953	$1,476	$212.63	$182.23 - $253.79
Q4 2021	7,014	$1,782	$277.61	$242.31 - $308.01
Q3 2021	7,018	$1,903	$250.91	$231.50 - $282.92
Q2 2021	7,088	$1,731	$227.70	$206.40 - $244.72
Q1 2021	6,360	$1,347	$219.95	$199.09 - $248.21
Q4 2020	5,812	$1,293	$240.26	$213.04 - $267.67
Q3 2020	5,113	$1,285	$216.28	$179.75 - $281.08
Q2 2020	5,230	$980	$166.47	$128.48 - $191.76
Q1 2020	5,109	$736	$169.39	$113.91 - $193.37
Q4 2019	3,742	$609	$154.88	$139.79 - $164.34
Q3 2019	2,387	$354	$150.15	$136.21 - $159.67
Q2 2019	2,401	$340	$154.83	$140.80 - $165.55
Q1 2019	2,433	$385	$153.14	$128.54 - $164.99