SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 776 Value ($000) $206 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 854 Value ($000) $202 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 1,109 Value ($000) $302 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 1,247 Value ($000) $335 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 1,305 Value ($000) $436 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,335 Value ($000) $365 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,461 Value ($000) $376 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 1,917 Value ($000) $577 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 1,911 Value ($000) $503 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 1,911 Value ($000) $388 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,939 Value ($000) $410 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 2,154 Value ($000) $430 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 2,264 Value ($000) $300 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 2,295 Value ($000) $330 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 2,231 Value ($000) $368 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 2,395 Value ($000) $508 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 2,482 Value ($000) $633 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 2,631 Value ($000) $713 Avg Close $250.91 Range $231.50 - $282.92
Q2 2021
Shares 2,630 Value ($000) $642 Avg Close $227.70 Range $206.40 - $244.72
Q1 2021
Shares 3,445 Value ($000) $729 Avg Close $219.95 Range $199.09 - $248.21
Q4 2020
Shares 3,365 Value ($000) $796 Avg Close $240.26 Range $213.04 - $267.67