IIP
Intermede Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108M | Buy |
396,274
+30,323
| +8% | +$8.27M | 3.33% | 17 |
|
|
2025
Q1 | $98.2M | Buy |
365,951
+62,624
| +21% | +$16.8M | 3.09% | 17 |
|
|
2024
Q4 | $101M | Sell |
303,327
-206,156
| -40% | -$68.9M | 2.71% | 20 |
|
|
2024
Q3 | $139M | Sell |
509,483
-9,944
| -2% | -$2.72M | 2.91% | 22 |
|
|
2024
Q2 | $134M | Buy |
+519,427
| New | +$134M | 2.82% | 21 |
|
|
2021
Q1 | – | Sell |
-352,484
| Closed | -$78.4M | – | 32 |
|
|
2020
Q4 | $78.4M | Buy |
352,484
+186,921
| +113% | +$41.6M | 2.27% | 23 |
|
|
2020
Q3 | $41.6M | Buy |
+165,563
| New | +$41.6M | 1.74% | 24 |
|