SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 37,904 Value ($000) $10,041 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 20,005 Value ($000) $4,741 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 18,550 Value ($000) $5,058 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 15,336 Value ($000) $4,115 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 15,948 Value ($000) $5,332 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 15,330 Value ($000) $4 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 16,448 Value ($000) $4 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 11,428 Value ($000) $3 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 16,539 Value ($000) $4 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 15,917 Value ($000) $3 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 11,730 Value ($000) $2 Avg Close $201.68 Range $185.06 - $222.30
Q3 2022
Shares 5,078 Value ($000) $730 Avg Close $167.53 Range $142.02 - $192.04