SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 2,272 Value ($000) $602 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 2,150 Value ($000) $510 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 2,050 Value ($000) $559 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 2,057 Value ($000) $552 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 1,733 Value ($000) $579 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,741 Value ($000) $477 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 2,266 Value ($000) $583 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 2,245 Value ($000) $676 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 2,292 Value ($000) $603 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 2,293 Value ($000) $465 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 2,303 Value ($000) $487 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 2,493 Value ($000) $498 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 2,502 Value ($000) $332 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 2,617 Value ($000) $376 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 2,553 Value ($000) $421 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 2,238 Value ($000) $475 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 1,794 Value ($000) $456 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 1,677 Value ($000) $455 Avg Close $250.91 Range $231.50 - $282.92