SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 1,974 Value ($000) $523 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 2,065 Value ($000) $489 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 1,870 Value ($000) $510 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 1,908 Value ($000) $512 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,050 Value ($000) $685 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 2,140 Value ($000) $586 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,995 Value ($000) $513 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 7,550 Value ($000) $2,274 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 7,817 Value ($000) $2,057 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 6,475 Value ($000) $1,313 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,072 Value ($000) $226 Avg Close $201.68 Range $185.06 - $222.30
Q1 2022
Shares 2,405 Value ($000) $511 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 2,282 Value ($000) $580 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 2,046 Value ($000) $555 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 1,778 Value ($000) $434 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 1,092 Value ($000) $231 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 1,172 Value ($000) $261 Avg Close $240.26 Range $213.04 - $267.67
Q3 2020
Shares 985 Value ($000) $248 Avg Close $216.28 Range $179.75 - $281.08
Q4 2019
Shares 1,589 Value ($000) $258 Avg Close $154.88 Range $139.79 - $164.34