SALESFORCE INC

Ticker: CRM CUSIP: 79466L302 Class: COM

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024

Shares 9 Value ($000) $3 Avg Close $285.15 Range $246.84 - $314.88

Q3 2023

Shares 9 Value ($000) $2 Avg Close $213.47 Range $197.15 - $235.36

Q2 2023

Shares 9 Value ($000) $2 Avg Close $201.68 Range $185.06 - $222.30

Q1 2023

Shares 11 Value ($000) $2 Avg Close $166.88 Range $131.43 - $197.60

Q3 2022

Shares 13 Value ($000) $2 Avg Close $167.53 Range $142.02 - $192.04

Q2 2022

Shares 13 Value ($000) $2 Avg Close $174.57 Range $152.69 - $218.35

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	9	$3	$285.15	$246.84 - $314.88
Q3 2023	9	$2	$213.47	$197.15 - $235.36
Q2 2023	9	$2	$201.68	$185.06 - $222.30
Q1 2023	11	$2	$166.88	$131.43 - $197.60
Q3 2022	13	$2	$167.53	$142.02 - $192.04
Q2 2022	13	$2	$174.57	$152.69 - $218.35