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YorkBridge Wealth Partners, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | Salesforce, Inc. | CRM | 34,067 | 565 | 4,516,944,000 | 4,511,415,000 | $132,590.01 |
| 06/30/2022 | Salesforce, Inc. | CRM | 33,502 | 9,699 | 5,529,000 | -520,000 | $165.03 |
| 12/31/2021 | Salesforce, Inc. | CRM | 23,803 | 1,081 | 6,049,000 | -114,000 | $254.13 |
| 09/30/2021 | Salesforce, Inc. | CRM | 22,722 | 993 | 6,163,000 | 855,000 | $271.23 |
| 06/30/2021 | Salesforce, Inc. | CRM | 21,729 | 86 | 5,308,000 | 722,000 | $244.28 |
| 03/31/2021 | Salesforce, Inc. | CRM | 21,643 | 4,657 | 4,586,000 | 806,000 | $211.89 |
| 12/31/2020 | Salesforce, Inc. | CRM | 16,986 | 911 | 3,780,000 | -260,000 | $222.54 |
| 09/30/2020 | Salesforce, Inc. | CRM | 16,075 | 2,042 | 4,040,000 | 1,411,000 | $251.32 |
| 06/30/2020 | Salesforce, Inc. | CRM | 14,033 | 2,739 | 2,629,000 | 1,003,000 | $187.34 |
| 03/31/2020 | Salesforce, Inc. | CRM | 11,294 | 4,295 | 1,626,000 | 488,000 | $143.97 |
| 12/31/2019 | Salesforce, Inc. | CRM | 6,999 | 6,999 | 1,138,000 | 1,138,000 | $162.59 |
| 09/30/2019 | Salesforce, Inc. | CRM | 0 | -1,170 | 0 | -178,000 | |
| 06/30/2019 | Salesforce, Inc. | CRM | 1,170 | 0 | 178,000 | -7,000 | $152.14 |
| 03/31/2019 | Salesforce, Inc. | CRM | 1,170 | -50 | 185,000 | 18,000 | $158.12 |
| 12/31/2018 | Salesforce, Inc. | CRM | 1,220 | 400 | 167,000 | 36,000 | $136.89 |
| 09/30/2018 | Salesforce, Inc. | CRM | 820 | -8,367 | 131,000 | -1,122,000 | $159.76 |
| 06/30/2018 | Salesforce, Inc. | CRM | 9,187 | -50 | 1,253,000 | 132,000 | $136.39 |
| 03/31/2018 | Salesforce, Inc. | CRM | 9,237 | -103 | 1,121,000 | 116,000 | $121.36 |
| 12/31/2017 | Salesforce, Inc. | CRM | 9,340 | 295 | 1,005,000 | 160,000 | $107.60 |
| 09/30/2017 | Salesforce, Inc. | CRM | 9,045 | 230 | 845,000 | 86,000 | $93.42 |
| 06/30/2017 | Salesforce, Inc. | CRM | 8,815 | 0 | 759,000 | -9,000 | $86.10 |
| 03/31/2017 | Salesforce, Inc. | CRM | 8,815 | -685 | 768,000 | 68,000 | $87.12 |
| 12/31/2016 | Salesforce, Inc. | CRM | 9,500 | 9,500 | 700,000 | 700,000 | $73.68 |
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