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NewEdge Wealth, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 88,419 | -37,457 | 18,679,398,000 | -6,468,109,000 | $211,260.00 |
| 03/31/2023 | Salesforce, Inc. | CRM | 125,876 | -1,834 | 25,147,507,000 | 8,214,438,000 | $199,780.00 |
| 12/31/2022 | Salesforce, Inc. | CRM | 127,710 | 116,989 | 16,933,069,000 | 16,930,793,000 | $132,590.00 |
| 03/31/2022 | Salesforce, Inc. | CRM | 10,721 | 8,409 | 2,276,000 | 1,688,000 | $212.29 |
| 12/31/2021 | Salesforce, Inc. | CRM | 2,312 | 833 | 588,000 | 187,000 | $254.33 |
| 09/30/2021 | Salesforce, Inc. | CRM | 1,479 | 308 | 401,000 | 115,000 | $271.13 |
| 06/30/2021 | Salesforce, Inc. | CRM | 1,171 | -27,184 | 286,000 | -5,722,000 | $244.24 |
| 03/31/2021 | Salesforce, Inc. | CRM | 28,355 | 28,355 | 6,008,000 | 6,008,000 | $211.89 |
| 12/31/2020 | Salesforce, Inc. | CRM | 8,798 | 8,798 | 1,958,000 | 1,958,000 | $222.55 |
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