SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 44,446 Value ($000) $11,769 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 24,775 Value ($000) $5,872 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 33,436 Value ($000) $9,118 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 40,725 Value ($000) $10,929 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 62,837 Value ($000) $21,008 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 56,433 Value ($000) $15,446 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 60,700 Value ($000) $15,606 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 55,819 Value ($000) $16,811 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 45,878 Value ($000) $12,072 Avg Close $223.60 Range $191.35 - $265.14
Q3 2023
Shares 43,656 Value ($000) $8,853 Avg Close $213.47 Range $197.15 - $235.36