SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 10,968 Value ($000) $2,906 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 10,709 Value ($000) $2,538 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 9,479 Value ($000) $2,585 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 7,443 Value ($000) $1,997 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 7,528 Value ($000) $2,517 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 7,105 Value ($000) $1,945 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 6,152 Value ($000) $1,582 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 6,752 Value ($000) $2,034 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 5,811 Value ($000) $1,529 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 3,060 Value ($000) $621 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,247 Value ($000) $263 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 1,136 Value ($000) $227 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 1,673 Value ($000) $222 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 2,495 Value ($000) $359 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 2,368 Value ($000) $391 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 1,884 Value ($000) $400 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 1,382 Value ($000) $351 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 473 Value ($000) $128 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 1,039 Value ($000) $254 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 1,057 Value ($000) $224 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 673 Value ($000) $150 Avg Close $240.26 Range $213.04 - $267.67