SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 2,907 Value ($000) $770 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 2,603 Value ($000) $617 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 3,039 Value ($000) $829 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 2,750 Value ($000) $738 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 2,036 Value ($000) $681 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,349 Value ($000) $369 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,185 Value ($000) $305 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 891 Value ($000) $268 Avg Close $285.15 Range $246.84 - $314.88