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ENCOMPASS WEALTH ADVISORS, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 1,904 | -181 | 402,144,000 | 125,754,000 | $211,210.08 |
| 12/31/2022 | Salesforce, Inc. | CRM | 2,085 | -932 | 276,390,000 | 275,892,000 | $132,561.15 |
| 06/30/2022 | Salesforce, Inc. | CRM | 3,017 | 0 | 498,000 | -142,000 | $165.06 |
| 03/31/2022 | Salesforce, Inc. | CRM | 3,017 | -750 | 640,000 | -317,000 | $212.13 |
| 12/31/2021 | Salesforce, Inc. | CRM | 3,767 | 1 | 957,000 | -64,000 | $254.05 |
| 09/30/2021 | Salesforce, Inc. | CRM | 3,766 | 38 | 1,021,000 | 111,000 | $271.11 |
| 06/30/2021 | Salesforce, Inc. | CRM | 3,728 | 0 | 910,000 | 101,000 | $244.10 |
| 03/31/2021 | Salesforce, Inc. | CRM | 3,728 | 1,767 | 809,000 | 373,000 | $217.01 |
| 12/31/2020 | Salesforce, Inc. | CRM | 1,961 | 1,961 | 436,000 | 436,000 | $222.34 |
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