SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Strategic Wealth Investment Group, LLC's Holding History (CIK: 0001802365)

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

Q4 2025

Shares 57,074 Value ($000) $15,120 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 79,527 Value ($000) $18,848 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 3,352 Value ($000) $914 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 3,028 Value ($000) $813 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 592 Value ($000) $349 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 50,862 Value ($000) $13,777 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 55,941 Value ($000) $14,333 Avg Close $264.72 Range $209.73 - $307.96

Q4 2023

Shares 57,720 Value ($000) $15,189 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 52,234 Value ($000) $10,592 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 47,175 Value ($000) $9,966 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 43,956 Value ($000) $8,782 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 37,341 Value ($000) $5,431 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 30,670 Value ($000) $4,412 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 28,069 Value ($000) $4,633 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 26,182 Value ($000) $5,559 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 21,253 Value ($000) $5,401 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 19,308 Value ($000) $5,249 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 15,162 Value ($000) $3,704 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 10,571 Value ($000) $2,240 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 7,930 Value ($000) $1,765 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 7,947 Value ($000) $1,997 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 7,289 Value ($000) $1,365 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 6,631 Value ($000) $955 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 6,387 Value ($000) $1,039 Avg Close $154.88 Range $139.79 - $164.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	57,074	$15,120	$248.17	$221.60 - $269.11
Q3 2025	79,527	$18,848	$251.43	$225.72 - $275.87
Q2 2025	3,352	$914	$266.04	$228.51 - $294.59
Q1 2025	3,028	$813	$309.01	$257.51 - $364.71
Q4 2024	592	$349	$316.76	$267.64 - $366.19
Q3 2024	50,862	$13,777	$253.82	$230.08 - $276.52
Q2 2024	55,941	$14,333	$264.72	$209.73 - $307.96
Q4 2023	57,720	$15,189	$223.60	$191.35 - $265.14
Q3 2023	52,234	$10,592	$213.47	$197.15 - $235.36
Q2 2023	47,175	$9,966	$201.68	$185.06 - $222.30
Q1 2023	43,956	$8,782	$166.88	$131.43 - $197.60
Q4 2022	37,341	$5,431	$144.17	$124.82 - $164.04
Q3 2022	30,670	$4,412	$167.53	$142.02 - $192.04
Q2 2022	28,069	$4,633	$174.57	$152.69 - $218.35
Q1 2022	26,182	$5,559	$212.63	$182.23 - $253.79
Q4 2021	21,253	$5,401	$277.61	$242.31 - $308.01
Q3 2021	19,308	$5,249	$250.91	$231.50 - $282.92
Q2 2021	15,162	$3,704	$227.70	$206.40 - $244.72
Q1 2021	10,571	$2,240	$219.95	$199.09 - $248.21
Q4 2020	7,930	$1,765	$240.26	$213.04 - $267.67
Q3 2020	7,947	$1,997	$216.28	$179.75 - $281.08
Q2 2020	7,289	$1,365	$166.47	$128.48 - $191.76
Q1 2020	6,631	$955	$169.39	$113.91 - $193.37
Q4 2019	6,387	$1,039	$154.88	$139.79 - $164.34