SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Charter Oak Capital Management, LLC's Holding History (CIK: 0001810720)

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

Q4 2025

Shares 6,570 Value ($000) $1,741 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 6,546 Value ($000) $1,551 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 6,542 Value ($000) $1,784 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 6,542 Value ($000) $1,756 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 6,851 Value ($000) $2,291 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 8,168 Value ($000) $2,236 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 8,139 Value ($000) $2,093 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 9,036 Value ($000) $2,722 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 5,974 Value ($000) $1,572 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 5,974 Value ($000) $1,211 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 5,974 Value ($000) $1,262 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 5,840 Value ($000) $1,167 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 5,887 Value ($000) $781 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 5,867 Value ($000) $844 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 5,744 Value ($000) $948 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 5,744 Value ($000) $1,220 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 2,485 Value ($000) $632 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 235 Value ($000) $64 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 165 Value ($000) $40 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 165 Value ($000) $35 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 165 Value ($000) $37 Avg Close $240.26 Range $213.04 - $267.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,570	$1,741	$248.17	$221.60 - $269.11
Q3 2025	6,546	$1,551	$251.43	$225.72 - $275.87
Q2 2025	6,542	$1,784	$266.04	$228.51 - $294.59
Q1 2025	6,542	$1,756	$309.01	$257.51 - $364.71
Q4 2024	6,851	$2,291	$316.76	$267.64 - $366.19
Q3 2024	8,168	$2,236	$253.82	$230.08 - $276.52
Q2 2024	8,139	$2,093	$264.72	$209.73 - $307.96
Q1 2024	9,036	$2,722	$285.15	$246.84 - $314.88
Q4 2023	5,974	$1,572	$223.60	$191.35 - $265.14
Q3 2023	5,974	$1,211	$213.47	$197.15 - $235.36
Q2 2023	5,974	$1,262	$201.68	$185.06 - $222.30
Q1 2023	5,840	$1,167	$166.88	$131.43 - $197.60
Q4 2022	5,887	$781	$144.17	$124.82 - $164.04
Q3 2022	5,867	$844	$167.53	$142.02 - $192.04
Q2 2022	5,744	$948	$174.57	$152.69 - $218.35
Q1 2022	5,744	$1,220	$212.63	$182.23 - $253.79
Q4 2021	2,485	$632	$277.61	$242.31 - $308.01
Q3 2021	235	$64	$250.91	$231.50 - $282.92
Q2 2021	165	$40	$227.70	$206.40 - $244.72
Q1 2021	165	$35	$219.95	$199.09 - $248.21
Q4 2020	165	$37	$240.26	$213.04 - $267.67