SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025

Shares 2,155 Value ($000) $430 Avg Close $248.17 Range $221.60 - $269.11

Q3 2025

Shares 2,870 Value ($000) $690 Avg Close $251.43 Range $225.72 - $275.87

Q2 2025

Shares 1,134 Value ($000) $293 Avg Close $266.04 Range $228.51 - $294.59

Q1 2025

Shares 867 Value ($000) $209 Avg Close $309.01 Range $257.51 - $364.71

Q4 2024

Shares 992 Value ($000) $0 Avg Close $316.76 Range $267.64 - $366.19

Q3 2024

Shares 736 Value ($000) $0 Avg Close $253.82 Range $230.08 - $276.52

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,155	$430	$248.17	$221.60 - $269.11
Q3 2025	2,870	$690	$251.43	$225.72 - $275.87
Q2 2025	1,134	$293	$266.04	$228.51 - $294.59
Q1 2025	867	$209	$309.01	$257.51 - $364.71
Q4 2024	992	$0	$316.76	$267.64 - $366.19
Q3 2024	736	$0	$253.82	$230.08 - $276.52