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Private Wealth Partners, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 15,472 | 2,515 | 3,268,615,000 | 1,550,646,000 | $211,260.02 |
| 12/31/2022 | Salesforce, Inc. | CRM | 12,957 | -2,968 | 1,717,969,000 | 1,715,678,000 | $132,590.03 |
| 09/30/2022 | Salesforce, Inc. | CRM | 15,925 | 192 | 2,291,000 | -306,000 | $143.86 |
| 06/30/2022 | Salesforce, Inc. | CRM | 15,733 | -4,328 | 2,597,000 | -1,662,000 | $165.07 |
| 03/31/2022 | Salesforce, Inc. | CRM | 20,061 | -342 | 4,259,000 | -926,000 | $212.30 |
| 12/31/2021 | Salesforce, Inc. | CRM | 20,403 | 1,862 | 5,185,000 | 156,000 | $254.13 |
| 09/30/2021 | Salesforce, Inc. | CRM | 18,541 | 100 | 5,029,000 | 524,000 | $271.24 |
| 06/30/2021 | Salesforce, Inc. | CRM | 18,441 | -13 | 4,505,000 | 398,000 | $244.29 |
| 12/31/2020 | Salesforce, Inc. | CRM | 18,454 | 62 | 4,107,000 | -515,000 | $222.55 |
| 09/30/2020 | Salesforce, Inc. | CRM | 18,392 | 450 | 4,622,000 | 1,261,000 | $251.30 |
| 06/30/2020 | Salesforce, Inc. | CRM | 17,942 | 0 | 3,361,000 | 778,000 | $187.33 |
| 03/31/2020 | Salesforce, Inc. | CRM | 17,942 | -350 | 2,583,000 | -392,000 | $143.96 |
| 12/31/2019 | Salesforce, Inc. | CRM | 18,292 | -11,599 | 2,975,000 | -1,462,000 | $162.64 |
| 09/30/2019 | Salesforce, Inc. | CRM | 29,891 | 214 | 4,437,000 | -66,000 | $148.44 |
| 06/30/2019 | Salesforce, Inc. | CRM | 29,677 | -299 | 4,503,000 | -244,000 | $151.73 |
| 03/31/2019 | Salesforce, Inc. | CRM | 29,976 | -5,485 | 4,747,000 | -110,000 | $158.36 |
| 12/31/2018 | Salesforce, Inc. | CRM | 35,461 | 5,070 | 4,857,000 | 24,000 | $136.97 |
| 09/30/2018 | Salesforce, Inc. | CRM | 30,391 | 676 | 4,833,000 | 780,000 | $159.03 |
| 06/30/2018 | Salesforce, Inc. | CRM | 29,715 | 10,153 | 4,053,000 | 1,778,000 | $136.40 |
| 03/31/2018 | Salesforce, Inc. | CRM | 19,562 | 1,494 | 2,275,000 | 428,000 | $116.30 |
| 12/31/2017 | Salesforce, Inc. | CRM | 18,068 | 10,752 | 1,847,000 | 1,164,000 | $102.22 |
| 09/30/2017 | Salesforce, Inc. | CRM | 7,316 | 474 | 683,000 | 90,000 | $93.36 |
| 06/30/2017 | Salesforce, Inc. | CRM | 6,842 | 6,842 | 593,000 | 593,000 | $86.67 |
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