Salesforce, Inc.

BARTLETT & CO. WEALTH MANAGEMENT LLC CRM

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/22/2026

Shares

270,916

Value ($000)

71,871

Weight

0.9%

2018 Q1 - 2025 Q4 (32 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	1/22/2026	71,871	0.9%	270,916	12/31/2025
2025 Q3	10/9/2025	63,372	0.8%	266,965	9/30/2025
2025 Q2	7/18/2025	71,024	1.0%	260,101	6/30/2025
2025 Q1	4/24/2025	67,399	1.0%	251,151	3/31/2025
2024 Q4	1/17/2025	83,964	1.2%	250,845	12/31/2024
2024 Q3	10/17/2024	67,483	1.0%	246,191	9/30/2024
2024 Q2	7/12/2024	60,841	0.9%	236,643	6/30/2024
2024 Q1	5/9/2024	69,221	1.1%	229,527	3/31/2024
2023 Q4	2/14/2024	63,782	1.0%	240,163	12/31/2023
2023 Q3	2/14/2024	47,481	0.9%	234,149	9/30/2023
2023 Q2	2/14/2024	49,110	0.8%	232,460	6/30/2023
2023 Q1	2/14/2024	44,571	0.9%	223,107	3/31/2023
2022 Q4	2/14/2024	28,405	0.6%	214,229	12/31/2022
2022 Q3	2/14/2024	37,309	0.8%	259,374	9/30/2022
2022 Q2	2/14/2024	43,096	0.9%	261,127	6/30/2022
2022 Q1	2/14/2024	58,505	1.0%	275,552	3/31/2022
2021 Q4	2/14/2024	68,508	1.2%	269,579	12/31/2021
2021 Q3	2/14/2024	71,766	1.4%	264,604	9/30/2021
2021 Q2	2/14/2024	63,966	1.2%	261,864	6/30/2021
2021 Q1	2/14/2024	53,807	1.1%	253,960	3/31/2021
2020 Q4	2/13/2024	48,115	1.0%	216,217	12/31/2020
2020 Q3	2/13/2024	50,856	1.2%	202,357	9/30/2020
2020 Q2	2/13/2024	36,836	1.0%	196,635	6/30/2020
2020 Q1	2/13/2024	18,277	0.6%	126,944	3/31/2020
2019 Q4	2/13/2024	232	0.0%	1,427	12/31/2019
2019 Q3	2/13/2024	202	0.0%	1,364	9/30/2019
2019 Q2	2/13/2024	55	0.0%	362	6/30/2019
2019 Q1	2/13/2024	57	0.0%	360	3/31/2019
2018 Q4	2/13/2024	25	0.0%	180	12/31/2018
2018 Q3	2/13/2024	29	0.0%	180	9/30/2018
2018 Q2	2/13/2024	25	0.0%	180	6/30/2018
2018 Q1	2/13/2024	21	0.0%	180	3/31/2018