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BAKER TILLY WEALTH MANAGEMENT, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Salesforce, Inc. | CRM | 21,393 | -20,540 | 4,338,073,000 | -1,221,823,000 | $202,780.02 |
| 12/31/2022 | Salesforce, Inc. | CRM | 41,933 | -64 | 5,559,896,000 | 5,552,965,000 | $132,589.99 |
| 06/30/2022 | Salesforce, Inc. | CRM | 41,997 | 3,098 | 6,931,000 | -1,328,000 | $165.04 |
| 03/31/2022 | Salesforce, Inc. | CRM | 38,899 | 7,078 | 8,259,000 | 172,000 | $212.32 |
| 12/31/2021 | Salesforce, Inc. | CRM | 31,821 | 2,715 | 8,087,000 | 193,000 | $254.14 |
| 09/30/2021 | Salesforce, Inc. | CRM | 29,106 | 5,762 | 7,894,000 | 2,192,000 | $271.22 |
| 06/30/2021 | Salesforce, Inc. | CRM | 23,344 | 2,112 | 5,702,000 | 1,204,000 | $244.26 |
| 03/31/2021 | Salesforce, Inc. | CRM | 21,232 | 11,840 | 4,498,000 | 2,408,000 | $211.85 |
| 12/31/2020 | Salesforce, Inc. | CRM | 9,392 | 9,392 | 2,090,000 | 2,090,000 | $222.53 |
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