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TrinityPoint Wealth, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 8,531 | 587 | 1,802,259,000 | 748,964,000 | $211,259.99 |
| 12/31/2022 | Salesforce, Inc. | CRM | 7,944 | -1,943 | 1,053,295,000 | 1,051,873,000 | $132,590.01 |
| 09/30/2022 | Salesforce, Inc. | CRM | 9,887 | 1,233 | 1,422,000 | -6,000 | $143.83 |
| 06/30/2022 | Salesforce, Inc. | CRM | 8,654 | -315 | 1,428,000 | -476,000 | $165.01 |
| 03/31/2022 | Salesforce, Inc. | CRM | 8,969 | 768 | 1,904,000 | -180,000 | $212.29 |
| 12/31/2021 | Salesforce, Inc. | CRM | 8,201 | -174 | 2,084,000 | -187,000 | $254.12 |
| 09/30/2021 | Salesforce, Inc. | CRM | 8,375 | 26 | 2,271,000 | 232,000 | $271.16 |
| 06/30/2021 | Salesforce, Inc. | CRM | 8,349 | 8,349 | 2,039,000 | 2,039,000 | $244.22 |
| 09/30/2020 | Salesforce, Inc. | CRM | 0 | -1,162 | 0 | -218,000 | |
| 06/30/2020 | Salesforce, Inc. | CRM | 1,162 | 1,162 | 218,000 | 218,000 | $187.61 |
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