News + Filings Holdings
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WealthPlan Investment Management, LLC
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 0 | -224 | 0 | -44,751,000 | |
| 03/31/2023 | Salesforce, Inc. | CRM | 224 | -1,087 | 44,751,000 | 44,520,000 | $199,781.25 |
| 03/31/2022 | Salesforce, Inc. | CRM | 1,311 | 1,311 | 231,000 | 231,000 | $176.20 |
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