SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 4,548 Value ($000) $1,205 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 4,556 Value ($000) $1,074 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 4,592 Value ($000) $1,252 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 2,602 Value ($000) $698 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,572 Value ($000) $860 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 2,557 Value ($000) $700 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 2,547 Value ($000) $655 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 2,547 Value ($000) $767 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 2,547 Value ($000) $670 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 2,567 Value ($000) $521 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 2,567 Value ($000) $542 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 2,507 Value ($000) $501 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 2,507 Value ($000) $361 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 2,507 Value ($000) $361 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 2,481 Value ($000) $417 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 2,481 Value ($000) $527 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 2,481 Value ($000) $631 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 2,462 Value ($000) $668 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 2,451 Value ($000) $593 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 2,451 Value ($000) $519 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 2,451 Value ($000) $545 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 3,277 Value ($000) $824 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 3,277 Value ($000) $601 Avg Close $166.47 Range $128.48 - $191.76
Q1 2020
Shares 3,277 Value ($000) $491 Avg Close $169.39 Range $113.91 - $193.37
Q4 2019
Shares 3,277 Value ($000) $533 Avg Close $154.88 Range $139.79 - $164.34