SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025

Shares 49,177 Value ($000) $13,027 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 37,280 Value ($000) $8,835 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 38,421 Value ($000) $10,477 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 37,995 Value ($000) $10,196 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 38,200 Value ($000) $12,771 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 38,100 Value ($000) $10,428 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 36,263 Value ($000) $9,323 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 35,495 Value ($000) $10,690 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 35,220 Value ($000) $9,268 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 34,963 Value ($000) $7,090 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 35,358 Value ($000) $7,470 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 35,614 Value ($000) $7,115 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 27,558 Value ($000) $3,654 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 26,500 Value ($000) $3,812 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 25,841 Value ($000) $4,265 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 23,996 Value ($000) $5,095 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 21,178 Value ($000) $5,396 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 20,833 Value ($000) $5,656 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 20,551 Value ($000) $5,019 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 20,052 Value ($000) $4,256 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 18,848 Value ($000) $4,194 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 18,068 Value ($000) $4,541 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 17,389 Value ($000) $3,250 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 9,343 Value ($000) $1,344 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 8,948 Value ($000) $1,455 Avg Close $154.88 Range $139.79 - $164.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	49,177	$13,027	$248.17	$221.60 - $269.11
Q3 2025	37,280	$8,835	$251.43	$225.72 - $275.87
Q2 2025	38,421	$10,477	$266.04	$228.51 - $294.59
Q1 2025	37,995	$10,196	$309.01	$257.51 - $364.71
Q4 2024	38,200	$12,771	$316.76	$267.64 - $366.19
Q3 2024	38,100	$10,428	$253.82	$230.08 - $276.52
Q2 2024	36,263	$9,323	$264.72	$209.73 - $307.96
Q1 2024	35,495	$10,690	$285.15	$246.84 - $314.88
Q4 2023	35,220	$9,268	$223.60	$191.35 - $265.14
Q3 2023	34,963	$7,090	$213.47	$197.15 - $235.36
Q2 2023	35,358	$7,470	$201.68	$185.06 - $222.30
Q1 2023	35,614	$7,115	$166.88	$131.43 - $197.60
Q4 2022	27,558	$3,654	$144.17	$124.82 - $164.04
Q3 2022	26,500	$3,812	$167.53	$142.02 - $192.04
Q2 2022	25,841	$4,265	$174.57	$152.69 - $218.35
Q1 2022	23,996	$5,095	$212.63	$182.23 - $253.79
Q4 2021	21,178	$5,396	$277.61	$242.31 - $308.01
Q3 2021	20,833	$5,656	$250.91	$231.50 - $282.92
Q2 2021	20,551	$5,019	$227.70	$206.40 - $244.72
Q1 2021	20,052	$4,256	$219.95	$199.09 - $248.21
Q4 2020	18,848	$4,194	$240.26	$213.04 - $267.67
Q3 2020	18,068	$4,541	$216.28	$179.75 - $281.08
Q2 2020	17,389	$3,250	$166.47	$128.48 - $191.76
Q1 2020	9,343	$1,344	$169.39	$113.91 - $193.37
Q4 2019	8,948	$1,455	$154.88	$139.79 - $164.34