SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2025
Shares 17,781 Value ($000) $4,710 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 16,770 Value ($000) $3,975 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 16,475 Value ($000) $4,493 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 16,106 Value ($000) $4,322 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 11,079 Value ($000) $3,558 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 11,004 Value ($000) $3,208 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 10,692 Value ($000) $2,699 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 10,450 Value ($000) $2,852 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 10,476 Value ($000) $9 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 10,522 Value ($000) $2,194 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 10,431 Value ($000) $2,204 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 10,760 Value ($000) $2,122 Avg Close $166.88 Range $131.43 - $197.60
Q4 2022
Shares 16,164 Value ($000) $2,179 Avg Close $144.17 Range $124.82 - $164.04
Q3 2022
Shares 17,041 Value ($000) $2,649 Avg Close $167.53 Range $142.02 - $192.04
Q2 2022
Shares 16,286 Value ($000) $2,858 Avg Close $174.57 Range $152.69 - $218.35
Q1 2022
Shares 15,561 Value ($000) $3,303 Avg Close $212.63 Range $182.23 - $253.79
Q4 2021
Shares 14,670 Value ($000) $3,748 Avg Close $277.61 Range $242.31 - $308.01
Q3 2021
Shares 13,303 Value ($000) $3,608 Avg Close $250.91 Range $231.50 - $282.92