SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 12,435 Value ($000) $3,294 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 10,182 Value ($000) $2,413 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 10,289 Value ($000) $2,806 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 7,923 Value ($000) $2,128 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 7,815 Value ($000) $2,613 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 14,045 Value ($000) $3,846 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 14,795 Value ($000) $3,804 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 14,187 Value ($000) $4,273 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 16,461 Value ($000) $4,332 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 4,395 Value ($000) $2,817 Avg Close $213.47 Range $197.15 - $235.36
Q2 2023
Shares 5,396 Value ($000) $1,140 Avg Close $201.68 Range $185.06 - $222.30