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W.G. Shaheen & Associates DBA Whitney & Co
> CRM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Salesforce, Inc. | CRM | 33,056 | 9,581 | 6,983,411,000 | 3,870,861,000 | $211,260.01 |
| 12/31/2022 | Salesforce, Inc. | CRM | 23,475 | -772 | 3,112,550,000 | 3,109,062,000 | $132,589.99 |
| 09/30/2022 | Salesforce, Inc. | CRM | 24,247 | -43 | 3,488,000 | -521,000 | $143.85 |
| 06/30/2022 | Salesforce, Inc. | CRM | 24,290 | 324 | 4,009,000 | -1,079,000 | $165.05 |
| 03/31/2022 | Salesforce, Inc. | CRM | 23,966 | 1,203 | 5,088,000 | -697,000 | $212.30 |
| 12/31/2021 | Salesforce, Inc. | CRM | 22,763 | 479 | 5,785,000 | -259,000 | $254.14 |
| 09/30/2021 | Salesforce, Inc. | CRM | 22,284 | 650 | 6,044,000 | 759,000 | $271.23 |
| 06/30/2021 | Salesforce, Inc. | CRM | 21,634 | 727 | 5,285,000 | 855,000 | $244.29 |
| 03/31/2021 | Salesforce, Inc. | CRM | 20,907 | 1,236 | 4,430,000 | -21,000 | $211.89 |
| 12/31/2020 | Salesforce, Inc. | CRM | 19,671 | 19,671 | 4,451,000 | 4,451,000 | $226.27 |
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