SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 1,065 Value ($000) $251 Avg Close $248.17 Range $221.60 - $269.11
Q3 2025
Shares 1,063 Value ($000) $289 Avg Close $251.43 Range $225.72 - $275.87
Q2 2025
Shares 1,065 Value ($000) $275 Avg Close $266.04 Range $228.51 - $294.59
Q1 2025
Shares 1,062 Value ($000) $285 Avg Close $309.01 Range $257.51 - $364.71
Q4 2024
Shares 1,062 Value ($000) $363 Avg Close $316.76 Range $267.64 - $366.19
Q3 2024
Shares 1,059 Value ($000) $290 Avg Close $253.82 Range $230.08 - $276.52
Q2 2024
Shares 1,057 Value ($000) $271 Avg Close $264.72 Range $209.73 - $307.96
Q1 2024
Shares 1,057 Value ($000) $291 Avg Close $285.15 Range $246.84 - $314.88
Q4 2023
Shares 856 Value ($000) $225 Avg Close $223.60 Range $191.35 - $265.14