SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q1 2025

Shares 777 Value ($000) $209 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 776 Value ($000) $259 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 792 Value ($000) $217 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 786 Value ($000) $202 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 713 Value ($000) $215 Avg Close $285.15 Range $246.84 - $314.88

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	777	$209	$309.01	$257.51 - $364.71
Q4 2024	776	$259	$316.76	$267.64 - $366.19
Q3 2024	792	$217	$253.82	$230.08 - $276.52
Q2 2024	786	$202	$264.72	$209.73 - $307.96
Q1 2024	713	$215	$285.15	$246.84 - $314.88