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Cyndeo Wealth Partners, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Salesforce, Inc. | CRM | 23,912 | 2,258 | 4,848,875,000 | 274,251,000 | $202,779.98 |
| 06/30/2023 | Salesforce, Inc. | CRM | 21,654 | 17,556 | 4,574,624,000 | 4,031,270,000 | $211,260.00 |
| 12/31/2022 | Salesforce, Inc. | CRM | 4,098 | 4,098 | 543,354,000 | 543,354,000 | $132,590.04 |
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