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
2025
Q4
$143M Buy
2024
Q1
Sell
2023
Q4
$557M Sell
2023
Q3
$582M Sell
2023
Q2
$611M Sell
2023
Q1
$786M Buy
2022
Q4
$461M Sell
2022
Q3
$509M Sell
2022
Q2
$600M Buy
2022
Q1
$383M Buy