Salesforce, Inc.

MISSION WEALTH MANAGEMENT, LP CRM

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/5/2026

Shares

14,895

Value ($000)

3,946

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/5/2026	3,946	0.1%	14,895	12/31/2025
2025 Q3	11/4/2025	4,131	0.1%	17,430	9/30/2025
2025 Q2	8/5/2025	6,639	0.1%	24,346	6/30/2025
2025 Q1	4/17/2025	6,565	0.2%	24,465	3/31/2025
2024 Q4	2/6/2025	8,034	0.2%	24,031	12/31/2024
2024 Q3	10/31/2024	5,358	0.1%	19,574	9/30/2024
2024 Q2	8/5/2024	4,684	0.1%	18,217	6/30/2024
2024 Q1	4/30/2024	6,651	0.2%	22,082	3/31/2024
2023 Q4	2/5/2024	2,963	0.1%	11,262	12/31/2023
2023 Q3	10/24/2023	2,206	0.1%	10,879	9/30/2023
2023 Q2	8/4/2023	2,295	0.1%	10,862	6/30/2023
2023 Q1	4/7/2023	2,134	0.1%	10,681	3/31/2023
2022 Q4	2/2/2023	1,412	0.1%	10,652	12/31/2022
2022 Q3	10/12/2022	1,563	0.1%	10,868	9/30/2022
2022 Q2	7/27/2022	1,570	0.1%	9,515	6/30/2022
2022 Q1	4/25/2022	1,585	0.1%	7,465	3/31/2022
2021 Q4	2/11/2022	2,022	0.1%	7,957	12/31/2021
2021 Q3	11/5/2021	2,132	0.1%	7,861	9/30/2021
2021 Q2	8/10/2021	1,853	0.1%	7,588	6/30/2021
2021 Q1	5/10/2021	1,300	0.1%	6,137	3/31/2021
2020 Q4	1/19/2021	1,271	0.1%	5,711	12/31/2020
2020 Q3	10/16/2020	1,263	0.1%	5,024	9/30/2020
2020 Q2	8/3/2020	909	0.1%	4,855	6/30/2020
2020 Q1	4/27/2020	723	0.1%	5,023	3/31/2020
2019 Q4	1/21/2020	705	0.1%	4,334	12/31/2019