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Perigon Wealth Management, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 68,369 | -19,464 | 14,443,611,000 | 2,797,830,000 | $211,259.65 |
| 12/31/2022 | Salesforce, Inc. | CRM | 87,833 | -4,154 | 11,645,781,000 | 11,632,550,000 | $132,590.04 |
| 09/30/2022 | Salesforce, Inc. | CRM | 91,987 | -634 | 13,231,000 | -2,055,000 | $143.84 |
| 06/30/2022 | Salesforce, Inc. | CRM | 92,621 | 69 | 15,286,000 | -4,365,000 | $165.04 |
| 03/31/2022 | Salesforce, Inc. | CRM | 92,552 | 55,578 | 19,651,000 | 10,255,000 | $212.32 |
| 12/31/2021 | Salesforce, Inc. | CRM | 36,974 | -883 | 9,396,000 | -872,000 | $254.12 |
| 09/30/2021 | Salesforce, Inc. | CRM | 37,857 | 955 | 10,268,000 | 1,254,000 | $271.23 |
| 06/30/2021 | Salesforce, Inc. | CRM | 36,902 | -6,898 | 9,014,000 | -266,000 | $244.27 |
| 03/31/2021 | Salesforce, Inc. | CRM | 43,800 | 7,031 | 9,280,000 | 1,098,000 | $211.87 |
| 12/31/2020 | Salesforce, Inc. | CRM | 36,769 | 3,053 | 8,182,000 | -292,000 | $222.52 |
| 09/30/2020 | Salesforce, Inc. | CRM | 33,716 | -454 | 8,474,000 | 2,073,000 | $251.33 |
| 06/30/2020 | Salesforce, Inc. | CRM | 34,170 | -3,427 | 6,401,000 | 590,000 | $187.33 |
| 03/31/2020 | Salesforce, Inc. | CRM | 37,597 | 2,522 | 5,811,000 | -273,000 | $154.56 |
| 12/31/2019 | Salesforce, Inc. | CRM | 35,075 | -2,451 | 6,084,000 | 352,000 | $173.46 |
| 09/30/2019 | Salesforce, Inc. | CRM | 37,526 | 1,473 | 5,732,000 | 262,000 | $152.75 |
| 06/30/2019 | Salesforce, Inc. | CRM | 36,053 | 3,038 | 5,470,000 | 86,000 | $151.72 |
| 03/31/2019 | Salesforce, Inc. | CRM | 33,015 | -1,278 | 5,384,000 | 249,000 | $163.08 |
| 12/31/2018 | Salesforce, Inc. | CRM | 34,293 | 3,625 | 5,135,000 | 258,000 | $149.74 |
| 09/30/2018 | Salesforce, Inc. | CRM | 30,668 | 1,647 | 4,877,000 | 919,000 | $159.03 |
| 06/30/2018 | Salesforce, Inc. | CRM | 29,021 | 6,001 | 3,958,000 | 1,281,000 | $136.38 |
| 03/31/2018 | Salesforce, Inc. | CRM | 23,020 | 6,675 | 2,677,000 | 1,006,000 | $116.29 |
| 12/31/2017 | Salesforce, Inc. | CRM | 16,345 | -2,873 | 1,671,000 | -124,000 | $102.23 |
| 09/30/2017 | Salesforce, Inc. | CRM | 19,218 | -27,339 | 1,795,000 | -2,237,000 | $93.40 |
| 06/30/2017 | Salesforce, Inc. | CRM | 46,557 | 3,002 | 4,032,000 | 439,000 | $86.60 |
| 03/31/2017 | Salesforce, Inc. | CRM | 43,555 | -3,215 | 3,593,000 | -252,000 | $82.49 |
| 12/31/2016 | Salesforce, Inc. | CRM | 46,770 | 46,770 | 3,845,000 | 3,845,000 | $82.21 |
| 09/30/2011 | Salesforce, Inc. | CRM | 91,987 | 91,987 | 13,231,000 | 13,231,000 | $143.84 |
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