SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025

Shares 7,766 Value ($000) $2,057 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 7,362 Value ($000) $1,745 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 7,362 Value ($000) $2,008 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 7,362 Value ($000) $1,976 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 7,350 Value ($000) $2,457 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 7,350 Value ($000) $2,012 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 7,688 Value ($000) $1,977 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 7,677 Value ($000) $2,312 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 7,351 Value ($000) $1,934 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 7,351 Value ($000) $1,491 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 7,324 Value ($000) $1,547 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 7,324 Value ($000) $1,463 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 7,324 Value ($000) $971 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 6,954 Value ($000) $1,000 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 6,954 Value ($000) $1,148 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 6,954 Value ($000) $1,476 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 6,954 Value ($000) $1,767 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 6,954 Value ($000) $1,886 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 6,778 Value ($000) $1,656 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 6,778 Value ($000) $1,436 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 6,750 Value ($000) $1,502 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 6,750 Value ($000) $1,696 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 6,752 Value ($000) $1,265 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 5,602 Value ($000) $807 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 5,602 Value ($000) $911 Avg Close $154.88 Range $139.79 - $164.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,766	$2,057	$248.17	$221.60 - $269.11
Q3 2025	7,362	$1,745	$251.43	$225.72 - $275.87
Q2 2025	7,362	$2,008	$266.04	$228.51 - $294.59
Q1 2025	7,362	$1,976	$309.01	$257.51 - $364.71
Q4 2024	7,350	$2,457	$316.76	$267.64 - $366.19
Q3 2024	7,350	$2,012	$253.82	$230.08 - $276.52
Q2 2024	7,688	$1,977	$264.72	$209.73 - $307.96
Q1 2024	7,677	$2,312	$285.15	$246.84 - $314.88
Q4 2023	7,351	$1,934	$223.60	$191.35 - $265.14
Q3 2023	7,351	$1,491	$213.47	$197.15 - $235.36
Q2 2023	7,324	$1,547	$201.68	$185.06 - $222.30
Q1 2023	7,324	$1,463	$166.88	$131.43 - $197.60
Q4 2022	7,324	$971	$144.17	$124.82 - $164.04
Q3 2022	6,954	$1,000	$167.53	$142.02 - $192.04
Q2 2022	6,954	$1,148	$174.57	$152.69 - $218.35
Q1 2022	6,954	$1,476	$212.63	$182.23 - $253.79
Q4 2021	6,954	$1,767	$277.61	$242.31 - $308.01
Q3 2021	6,954	$1,886	$250.91	$231.50 - $282.92
Q2 2021	6,778	$1,656	$227.70	$206.40 - $244.72
Q1 2021	6,778	$1,436	$219.95	$199.09 - $248.21
Q4 2020	6,750	$1,502	$240.26	$213.04 - $267.67
Q3 2020	6,750	$1,696	$216.28	$179.75 - $281.08
Q2 2020	6,752	$1,265	$166.47	$128.48 - $191.76
Q1 2020	5,602	$807	$169.39	$113.91 - $193.37
Q4 2019	5,602	$911	$154.88	$139.79 - $164.34