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EP Wealth Advisors, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 1,045,426 | 1,033,412 | 5,724,882,000 | 4,131,946,000 | $5,476.12 |
| 12/31/2022 | Salesforce, Inc. | CRM | 12,014 | 12,014 | 1,592,936,000 | 1,592,936,000 | $132,589.98 |
| 09/30/2022 | Salesforce, Inc. | CRM | 0 | -9,237 | 0 | -1,524,000 | |
| 06/30/2022 | Salesforce, Inc. | CRM | 9,237 | 1,778 | 1,524,000 | -60,000 | $164.99 |
| 03/31/2022 | Salesforce, Inc. | CRM | 7,459 | -155 | 1,584,000 | -351,000 | $212.36 |
| 12/31/2021 | Salesforce, Inc. | CRM | 7,614 | -51,466 | 1,935,000 | 327,000 | $254.14 |
| 09/30/2021 | Salesforce, Inc. | CRM | 59,080 | 57,403 | 1,608,000 | 1,235,000 | $27.22 |
| 12/31/2020 | Salesforce, Inc. | CRM | 1,677 | -83 | 373,000 | -69,000 | $222.42 |
| 09/30/2020 | Salesforce, Inc. | CRM | 1,760 | -5,853 | 442,000 | -984,000 | $251.14 |
| 06/30/2020 | Salesforce, Inc. | CRM | 7,613 | -119 | 1,426,000 | 313,000 | $187.31 |
| 03/31/2020 | Salesforce, Inc. | CRM | 7,732 | -1,420 | 1,113,000 | -375,000 | $143.95 |
| 12/31/2019 | Salesforce, Inc. | CRM | 9,152 | -187 | 1,488,000 | 102,000 | $162.59 |
| 09/30/2019 | Salesforce, Inc. | CRM | 9,339 | 6,812 | 1,386,000 | 1,003,000 | $148.41 |
| 06/30/2019 | Salesforce, Inc. | CRM | 2,527 | 472 | 383,000 | 58,000 | $151.56 |
| 03/31/2019 | Salesforce, Inc. | CRM | 2,055 | 241 | 325,000 | 77,000 | $158.15 |
| 12/31/2018 | Salesforce, Inc. | CRM | 1,814 | -225 | 248,000 | -76,000 | $136.71 |
| 09/30/2018 | Salesforce, Inc. | CRM | 2,039 | 2,039 | 324,000 | 324,000 | $158.90 |
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