IFP
Independent Franchise Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,116,336
| Closed | -$557M | – | 24 |
|
|
2023
Q4 | $557M | Sell |
2,116,336
-755,414
| -26% | -$199M | 4.73% | 11 |
|
|
2023
Q3 | $582M | Sell |
2,871,750
-21,123
| -0.7% | -$4.28M | 5.05% | 10 |
|
|
2023
Q2 | $611M | Sell |
2,892,873
-1,040,384
| -26% | -$220M | 5.11% | 11 |
|
|
2023
Q1 | $786M | Buy |
3,933,257
+459,956
| +13% | +$91.9M | 7.07% | 3 |
|
|
2022
Q4 | $461M | Sell |
3,473,301
-61,965
| -2% | -$8.22M | 4.51% | 11 |
|
|
2022
Q3 | $509M | Sell |
3,535,266
-101,109
| -3% | -$14.5M | 5.35% | 6 |
|
|
2022
Q2 | $600M | Buy |
3,636,375
+1,830,319
| +101% | +$302M | 5.64% | 4 |
|
|
2022
Q1 | $383M | Buy |
+1,806,056
| New | +$383M | 3.03% | 18 |
|