SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

CASTLE WEALTH MANAGEMENT LLC's Holding History (CIK: 0001936420)

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

Q4 2025

Shares 6,159 Value ($000) $1,634 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 6,515 Value ($000) $1,547 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 6,223 Value ($000) $1,699 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 5,774 Value ($000) $1,550 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 5,584 Value ($000) $1,869 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 5,903 Value ($000) $1,618 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 4,980 Value ($000) $1,280 Avg Close $264.72 Range $209.73 - $307.96

Q3 2022

Shares 1,141 Value ($000) $164 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 1,142 Value ($000) $188 Avg Close $174.57 Range $152.69 - $218.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,159	$1,634	$248.17	$221.60 - $269.11
Q3 2025	6,515	$1,547	$251.43	$225.72 - $275.87
Q2 2025	6,223	$1,699	$266.04	$228.51 - $294.59
Q1 2025	5,774	$1,550	$309.01	$257.51 - $364.71
Q4 2024	5,584	$1,869	$316.76	$267.64 - $366.19
Q3 2024	5,903	$1,618	$253.82	$230.08 - $276.52
Q2 2024	4,980	$1,280	$264.72	$209.73 - $307.96
Q3 2022	1,141	$164	$167.53	$142.02 - $192.04
Q2 2022	1,142	$188	$174.57	$152.69 - $218.35