SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025

Shares 5,215 Value ($000) $1,382 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 4,463 Value ($000) $1,058 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 3,457 Value ($000) $943 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 3,202 Value ($000) $859 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 3,035 Value ($000) $1,015 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 2,769 Value ($000) $758 Avg Close $253.82 Range $230.08 - $276.52

Q2 2024

Shares 10,777 Value ($000) $2,789 Avg Close $264.72 Range $209.73 - $307.96

Q1 2024

Shares 21,591 Value ($000) $6,503 Avg Close $285.15 Range $246.84 - $314.88

Q4 2023

Shares 22,144 Value ($000) $5,827 Avg Close $223.60 Range $191.35 - $265.14

Q4 2022

Shares 19,184 Value ($000) $2,544 Avg Close $144.17 Range $124.82 - $164.04

Q3 2022

Shares 20,719 Value ($000) $3 Avg Close $167.53 Range $142.02 - $192.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,215	$1,382	$248.17	$221.60 - $269.11
Q3 2025	4,463	$1,058	$251.43	$225.72 - $275.87
Q2 2025	3,457	$943	$266.04	$228.51 - $294.59
Q1 2025	3,202	$859	$309.01	$257.51 - $364.71
Q4 2024	3,035	$1,015	$316.76	$267.64 - $366.19
Q3 2024	2,769	$758	$253.82	$230.08 - $276.52
Q2 2024	10,777	$2,789	$264.72	$209.73 - $307.96
Q1 2024	21,591	$6,503	$285.15	$246.84 - $314.88
Q4 2023	22,144	$5,827	$223.60	$191.35 - $265.14
Q4 2022	19,184	$2,544	$144.17	$124.82 - $164.04
Q3 2022	20,719	$3	$167.53	$142.02 - $192.04