SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 2,450 Value ($000) $543 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 2,817 Value ($000) $692 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 2,709 Value ($000) $741 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 2,675 Value ($000) $682 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,020 Value ($000) $642 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,886 Value ($000) $549 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,558 Value ($000) $394 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 1,155 Value ($000) $320 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 988 Value ($000) $271 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 1,069 Value ($000) $223 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 1,122 Value ($000) $237 Avg Close $201.68 Range $185.06 - $222.30
Q1 2023
Shares 1,127 Value ($000) $223 Avg Close $166.88 Range $131.43 - $197.60