CRM
Salesforce.com Inc
Salesforce.com Inc historical holders
total: 22
US Equity Fund Salesforce.com Inc transactions over time
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
Independent Franchise Partners has been an institutional investor in Salesforce.com Inc (CRM) since 2022 Q1. According to 2026 Q1 report, Independent Franchise Partners holds 268,445 shares with a market value of roughly $50.11M representing 3.39% of their equity portfolio. The fund/company first acquired CRM in 2022 Q1, initially purchasing 190,273 shares. Independent Franchise Partners later completely sold out the position and reinvested in CRM again in 2025 Q4. Since the initial investment, US Equity Fund has made 8 more transactions in this position.
Does Independent Franchise Partners still hold CRM?
Yes, Independent Franchise Partners continues to hold Salesforce.com Inc (CRM). According to their 2026 Q1 report, they maintain a position of 268,445 shares valued at approximately $50.11M, representing 3.39% of their equity portfolio.
When did Independent Franchise Partners first invest in CRM?
Independent Franchise Partners first invested in Salesforce.com Inc (CRM) in 2022 Q1 at the reported quarter-end price of $212.32 per share, acquiring 190,273 shares in their initial purchase.
What is Independent Franchise Partners's average cost basis for CRM?
Based on historical transaction data, Independent Franchise Partners's estimated cost basis for Salesforce.com Inc (CRM) is approximately $237.78 per share. This represents their average reported price* across all buy transactions.
Has Independent Franchise Partners reinvested in CRM after selling?
Yes, Independent Franchise Partners has shown renewed interest in Salesforce.com Inc (CRM). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $237.78
CRM transactions history by US Equity Fund
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.39%
|
268,445
|
$186.67
|
$50,110,628
|
+53.08% (+93,077)
|
+1.18%
|
|
2025 Q4
|
2.96%
|
175,368
|
$264.91
|
$46,456,737
|
new
|
+2.96%
|
|
2024 Q1
|
0.00%
|
0
|
$263.14
|
|
-100% (-253,675)
|
-3.61%
|
|
2023 Q4
|
3.61%
|
253,675
|
$263.14
|
$66,752,040
|
-23.14% (-76,367)
|
-1.14%
|
|
2023 Q2
|
3.74%
|
330,042
|
$211.26
|
$69,724,673
|
-18.33% (-74,073)
|
-0.93%
|
|
2023 Q1
|
4.78%
|
404,115
|
$199.78
|
$80,734,095
|
+6.70% (+25,360)
|
+0.3%
|
|
2022 Q4
|
3.21%
|
378,755
|
$132.59
|
$50,219,125
|
-3.04% (-11,887)
|
-0.11%
|
|
2022 Q2
|
4.06%
|
390,642
|
$165.04
|
$64,471,556
|
+105.31% (+200,369)
|
+2.08%
|
|
2022 Q1
|
2.16%
|
190,273
|
$212.32
|
$40,398,763
|
new
|
+2.16%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.