SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 1,229 Value ($000) $326 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 1,569 Value ($000) $372 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 2,350 Value ($000) $641 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 2,375 Value ($000) $637 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,455 Value ($000) $821 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 2,495 Value ($000) $683 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 4,697 Value ($000) $1,208 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 14,744 Value ($000) $4,441 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 19,182 Value ($000) $5,048 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 20,114 Value ($000) $4,079 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 27,703 Value ($000) $5,853 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 32,496 Value ($000) $6,492 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 34,646 Value ($000) $4,594 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 50,307 Value ($000) $7,236 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 49,122 Value ($000) $8,107 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 43,497 Value ($000) $9,235 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 39,350 Value ($000) $10,000 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 39,030 Value ($000) $10,586 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 38,584 Value ($000) $9,425 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 38,502 Value ($000) $8,157 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 23,002 Value ($000) $5,118 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 19,174 Value ($000) $4,818 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 20,698 Value ($000) $3,877 Avg Close $166.47 Range $128.48 - $191.76
Q1 2020
Shares 19,623 Value ($000) $2,825 Avg Close $169.39 Range $113.91 - $193.37
Q4 2019
Shares 19,615 Value ($000) $3,190 Avg Close $154.88 Range $139.79 - $164.34
Q3 2019
Shares 18,835 Value ($000) $2,795 Avg Close $150.15 Range $136.21 - $159.67
Q2 2019
Shares 16,283 Value ($000) $2,470 Avg Close $154.83 Range $140.80 - $165.55
Q1 2019
Shares 15,628 Value ($000) $2,475 Avg Close $153.14 Range $128.54 - $164.99
Q4 2018
Shares 17,988 Value ($000) $2,463 Avg Close $135.90 Range $112.24 - $159.26