SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 2,163 Value ($000) $573 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 2,074 Value ($000) $492 Avg Close $251.43 Range $225.72 - $275.87
Q1 2025
Shares 2,390 Value ($000) $641 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,447 Value ($000) $818 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 2,363 Value ($000) $647 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 2,267 Value ($000) $583 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 2,281 Value ($000) $687 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 2,375 Value ($000) $625 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 2,381 Value ($000) $483 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 2,331 Value ($000) $492 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 2,375 Value ($000) $474 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 1,939 Value ($000) $259 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 2,054 Value ($000) $295 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 2,304 Value ($000) $380 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 2,104 Value ($000) $447 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 2,086 Value ($000) $530 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 1,864 Value ($000) $506 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 1,869 Value ($000) $452 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 1,853 Value ($000) $392 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 2,001 Value ($000) $445 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 1,679 Value ($000) $422 Avg Close $216.28 Range $179.75 - $281.08
Q2 2020
Shares 1,519 Value ($000) $285 Avg Close $166.47 Range $128.48 - $191.76
Q1 2020
Shares 1,594 Value ($000) $229 Avg Close $169.39 Range $113.91 - $193.37
Q4 2019
Shares 1,691 Value ($000) $275 Avg Close $154.88 Range $139.79 - $164.34