SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025

Shares 2,620 Value ($000) $694 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 14,888 Value ($000) $3,529 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 15,208 Value ($000) $4,147 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 17,275 Value ($000) $4,636 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 20,405 Value ($000) $6,822 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 20,866 Value ($000) $5,711 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 16,599 Value ($000) $4,268 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 17,890 Value ($000) $5,388 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 19,438 Value ($000) $5,115 Avg Close $223.60 Range $191.35 - $265.14

Q3 2023

Shares 23,912 Value ($000) $4,849 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 21,654 Value ($000) $4,575 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 9,951 Value ($000) $1,988 Avg Close $166.88 Range $131.43 - $197.60

Q4 2022

Shares 4,098 Value ($000) $543 Avg Close $144.17 Range $124.82 - $164.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,620	$694	$248.17	$221.60 - $269.11
Q3 2025	14,888	$3,529	$251.43	$225.72 - $275.87
Q2 2025	15,208	$4,147	$266.04	$228.51 - $294.59
Q1 2025	17,275	$4,636	$309.01	$257.51 - $364.71
Q4 2024	20,405	$6,822	$316.76	$267.64 - $366.19
Q3 2024	20,866	$5,711	$253.82	$230.08 - $276.52
Q2 2024	16,599	$4,268	$264.72	$209.73 - $307.96
Q1 2024	17,890	$5,388	$285.15	$246.84 - $314.88
Q4 2023	19,438	$5,115	$223.60	$191.35 - $265.14
Q3 2023	23,912	$4,849	$213.47	$197.15 - $235.36
Q2 2023	21,654	$4,575	$201.68	$185.06 - $222.30
Q1 2023	9,951	$1,988	$166.88	$131.43 - $197.60
Q4 2022	4,098	$543	$144.17	$124.82 - $164.04