Independent Franchise Partners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$753M	Buy	4,035,050 +3,497,051	+650%	+$725M	5.27%	9
2025 Q4	$143M	Buy	+537,999	New	+$134M	0.91%	22
2024 Q1	–	Sell	-2,116,336	Closed	-$557M	–	24
2023 Q4	$557M	Sell	2,116,336 -755,414	-26%	-$171M	4.73%	11
2023 Q3	$582M	Sell	2,871,750 -21,123	-0.7%	-$4.56M	5.05%	10
2023 Q2	$611M	Sell	2,892,873 -1,040,384	-26%	-$212M	5.11%	11
2023 Q1	$786M	Buy	3,933,257 +459,956	+13%	+$77.7M	7.07%	3
2022 Q4	$461M	Sell	3,473,301 -61,965	-2%	-$9.04M	4.51%	11
2022 Q3	$509M	Sell	3,535,266 -101,109	-3%	-$17.1M	5.35%	6
2022 Q2	$600M	Buy	3,636,375 +1,830,319	+101%	+$323M	5.64%	4
2022 Q1	$383M	Buy	+1,806,056	New	+$389M	3.03%	18