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Independent Franchise Partners’s Salesforce CRM Stock Holding History

Independent Franchise Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$912M Buy
5,818,837
+1,783,787
+44% +$314M 5.98% 6
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

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Franchise Partners's CRM Position: Q2 2026 in Review

Independent Franchise Partners increased its Salesforce (CRM) stake by 44% in Q2 2026, buying an estimated $314M and bringing the position to 5,818,837 shares worth $912M. The position accounts for 5.98% of the portfolio, ranked #6.

Independent Franchise Partners first reported a position in CRM in Q1 2022 and has held it in 11 quarters since. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Independent Franchise Partners held 5,818,837 shares of Salesforce worth $912M as of Q2 2026.
  • Independent Franchise Partners bought 1,783,787 Salesforce shares in Q2 2026, an estimated $314M.
  • Salesforce made up 5.98% of Independent Franchise Partners's portfolio in Q2 2026, its #6 holding.
  • Independent Franchise Partners first reported a position in Salesforce in Q1 2022 and has held it in 11 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Independent Franchise Partners's 13F filing for Q2 2026, filed 13 Aug 2026.