SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

FRG Family Wealth Advisors LLC's Holding History (CIK: 0001893327)

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

Q4 2025

Shares 9,117 Value ($000) $2,415 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 12,906 Value ($000) $3,059 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 16,186 Value ($000) $4,414 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 16,481 Value ($000) $4,423 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 17,007 Value ($000) $5,686 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 17,982 Value ($000) $4,922 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 18,222 Value ($000) $4,344 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 18,497 Value ($000) $4,975 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 18,632 Value ($000) $4,903 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 19,934 Value ($000) $4,042 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 19,625 Value ($000) $4,146 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 21,768 Value ($000) $4,349 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 22,346 Value ($000) $2,963 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 24,386 Value ($000) $3,508 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 24,079 Value ($000) $3,974 Avg Close $174.57 Range $152.69 - $218.35

Q1 2022

Shares 23,224 Value ($000) $4,931 Avg Close $212.63 Range $182.23 - $253.79

Q4 2021

Shares 23,384 Value ($000) $5,943 Avg Close $277.61 Range $242.31 - $308.01

Q3 2021

Shares 25,614 Value ($000) $6,947 Avg Close $250.91 Range $231.50 - $282.92

Q2 2021

Shares 23,999 Value ($000) $5,862 Avg Close $227.70 Range $206.40 - $244.72

Q1 2021

Shares 20,389 Value ($000) $4,320 Avg Close $219.95 Range $199.09 - $248.21

Q4 2020

Shares 17,549 Value ($000) $3,905 Avg Close $240.26 Range $213.04 - $267.67

Q3 2020

Shares 17,844 Value ($000) $4,485 Avg Close $216.28 Range $179.75 - $281.08

Q2 2020

Shares 18,244 Value ($000) $3,418 Avg Close $166.47 Range $128.48 - $191.76

Q1 2020

Shares 18,114 Value ($000) $2,608 Avg Close $169.39 Range $113.91 - $193.37

Q4 2019

Shares 16,986 Value ($000) $2,763 Avg Close $154.88 Range $139.79 - $164.34

Q3 2019

Shares 17,711 Value ($000) $2,629 Avg Close $150.15 Range $136.21 - $159.67

Q2 2019

Shares 16,265 Value ($000) $2,468 Avg Close $154.83 Range $140.80 - $165.55

Q1 2019

Shares 12,935 Value ($000) $2,049 Avg Close $153.14 Range $128.54 - $164.99

Q4 2018

Shares 12,020 Value ($000) $1,646 Avg Close $135.90 Range $112.24 - $159.26

Q3 2018

Shares 9,680 Value ($000) $1,539 Avg Close $146.61 Range $133.68 - $159.15

Q2 2018

Shares 3,941 Value ($000) $538 Avg Close $126.05 Range $112.25 - $140.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,117	$2,415	$248.17	$221.60 - $269.11
Q3 2025	12,906	$3,059	$251.43	$225.72 - $275.87
Q2 2025	16,186	$4,414	$266.04	$228.51 - $294.59
Q1 2025	16,481	$4,423	$309.01	$257.51 - $364.71
Q4 2024	17,007	$5,686	$316.76	$267.64 - $366.19
Q3 2024	17,982	$4,922	$253.82	$230.08 - $276.52
Q2 2024	18,222	$4,344	$264.72	$209.73 - $307.96
Q1 2024	18,497	$4,975	$285.15	$246.84 - $314.88
Q4 2023	18,632	$4,903	$223.60	$191.35 - $265.14
Q3 2023	19,934	$4,042	$213.47	$197.15 - $235.36
Q2 2023	19,625	$4,146	$201.68	$185.06 - $222.30
Q1 2023	21,768	$4,349	$166.88	$131.43 - $197.60
Q4 2022	22,346	$2,963	$144.17	$124.82 - $164.04
Q3 2022	24,386	$3,508	$167.53	$142.02 - $192.04
Q2 2022	24,079	$3,974	$174.57	$152.69 - $218.35
Q1 2022	23,224	$4,931	$212.63	$182.23 - $253.79
Q4 2021	23,384	$5,943	$277.61	$242.31 - $308.01
Q3 2021	25,614	$6,947	$250.91	$231.50 - $282.92
Q2 2021	23,999	$5,862	$227.70	$206.40 - $244.72
Q1 2021	20,389	$4,320	$219.95	$199.09 - $248.21
Q4 2020	17,549	$3,905	$240.26	$213.04 - $267.67
Q3 2020	17,844	$4,485	$216.28	$179.75 - $281.08
Q2 2020	18,244	$3,418	$166.47	$128.48 - $191.76
Q1 2020	18,114	$2,608	$169.39	$113.91 - $193.37
Q4 2019	16,986	$2,763	$154.88	$139.79 - $164.34
Q3 2019	17,711	$2,629	$150.15	$136.21 - $159.67
Q2 2019	16,265	$2,468	$154.83	$140.80 - $165.55
Q1 2019	12,935	$2,049	$153.14	$128.54 - $164.99
Q4 2018	12,020	$1,646	$135.90	$112.24 - $159.26
Q3 2018	9,680	$1,539	$146.61	$133.68 - $159.15
Q2 2018	3,941	$538	$126.05	$112.25 - $140.41