SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 918 Value ($000) $243 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 749 Value ($000) $178 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 749 Value ($000) $204 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 667 Value ($000) $179 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 669 Value ($000) $224 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 951 Value ($000) $260 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 887 Value ($000) $228 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 932 Value ($000) $281 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 310 Value ($000) $82 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 246 Value ($000) $50 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 219 Value ($000) $46 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 219 Value ($000) $44 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 291 Value ($000) $39 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 291 Value ($000) $42 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 4,323 Value ($000) $744 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 4,326 Value ($000) $918 Avg Close $212.63 Range $182.23 - $253.79
Q2 2021
Shares 4,010 Value ($000) $980 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 8,698 Value ($000) $1,843 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 6,874 Value ($000) $1,530 Avg Close $240.26 Range $213.04 - $267.67