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Crestwood Advisors Group LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 169,848 | 19,440 | 35,882,165,000 | 5,833,631,000 | $211,260.45 |
| 03/31/2023 | Salesforce, Inc. | CRM | 150,408 | 13,366 | 30,048,534,000 | 11,878,123,000 | $199,780.16 |
| 12/31/2022 | Salesforce, Inc. | CRM | 137,042 | -79,185 | 18,170,411,000 | 18,134,724,000 | $132,590.09 |
| 06/30/2022 | Salesforce, Inc. | CRM | 216,227 | 15,558 | 35,687,000 | -6,920,000 | $165.04 |
| 03/31/2022 | Salesforce, Inc. | CRM | 200,669 | 31,661 | 42,607,000 | -343,000 | $212.32 |
| 12/31/2021 | Salesforce, Inc. | CRM | 169,008 | 3,234 | 42,950,000 | -2,011,000 | $254.13 |
| 09/30/2021 | Salesforce, Inc. | CRM | 165,774 | 162,337 | 44,961,000 | 44,121,000 | $271.22 |
| 06/30/2021 | Salesforce, Inc. | CRM | 3,437 | -275 | 840,000 | 14,000 | $244.40 |
| 12/31/2020 | Salesforce, Inc. | CRM | 3,712 | -41 | 826,000 | -117,000 | $222.52 |
| 09/30/2020 | Salesforce, Inc. | CRM | 3,753 | 203 | 943,000 | 942,335 | $251.27 |
| 06/30/2020 | Salesforce, Inc. | CRM | 3,550 | -124 | 665 | -528,335 | $0.19 |
| 03/31/2020 | Salesforce, Inc. | CRM | 3,674 | -14,420 | 529,000 | -2,414,000 | $143.98 |
| 12/31/2019 | Salesforce, Inc. | CRM | 18,094 | -312 | 2,943,000 | 211,000 | $162.65 |
| 09/30/2019 | Salesforce, Inc. | CRM | 18,406 | 600 | 2,732,000 | 30,000 | $148.43 |
| 06/30/2019 | Salesforce, Inc. | CRM | 17,806 | 14,894 | 2,702,000 | 2,241,000 | $151.75 |
| 03/31/2019 | Salesforce, Inc. | CRM | 2,912 | 407 | 461,000 | 118,000 | $158.31 |
| 12/31/2018 | Salesforce, Inc. | CRM | 2,505 | 2,505 | 343,000 | 343,000 | $136.93 |
| 12/31/2017 | Salesforce, Inc. | CRM | 0 | -2,200 | 0 | -206,000 | |
| 09/30/2017 | Salesforce, Inc. | CRM | 2,200 | 0 | 206,000 | 205,808 | $93.64 |
| 03/31/2017 | Salesforce, Inc. | CRM | 2,200 | 2,200 | 192 | 192 | $0.09 |
| 06/30/2016 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 03/31/2016 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 12/31/2015 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 09/30/2015 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 06/30/2015 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 03/31/2015 | Salesforce, Inc. | CRM | 0 | -1,430 | 0 | -256,000 | |
| 12/31/2014 | Salesforce, Inc. | CRM | 0 | -5,402 | 0 | -311,000 | |
| 09/30/2014 | Salesforce, Inc. | CRM | 5,402 | 3,972 | 311,000 | 55,000 | $57.57 |
| 06/30/2014 | Salesforce, Inc. | CRM | 5,402 | 3,972 | 314,000 | 58,000 | $58.13 |
| 03/31/2014 | Salesforce, Inc. | CRM | 5,402 | -318 | 308,000 | 90,000 | $57.02 |
| 12/31/2013 | Salesforce, Inc. | CRM | 5,402 | -318 | 298,000 | 1,000 | $55.16 |
| 09/30/2013 | Salesforce, Inc. | CRM | 5,720 | 0 | 297,000 | 79,000 | $51.92 |
| 06/30/2013 | Salesforce, Inc. | CRM | 5,720 | 4,290 | 218,000 | -38,000 | $38.11 |
| 03/31/2013 | Salesforce, Inc. | CRM | 1,430 | 0 | 256,000 | 16,000 | $179.02 |
| 12/31/2012 | Salesforce, Inc. | CRM | 1,430 | 0 | 240,000 | 22,000 | $167.83 |
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