CRM SALESFORCE COM INC

Ownership history in Optas, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC reported a position in SALESFORCE COM INC (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.62% (2024 Q4)
Avg. % of fund
0.53%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,234 +1,086 +6.7% 0.71% $4.6M $264.91
2025 Q3 REDUCED 16,148 -479 -2.9% 0.65% $3.8M $236.62
2025 Q2 REDUCED 16,627 -236 -1.4% 0.86% $4.5M $271.78
2025 Q1 REDUCED 16,863 -5,649 -25.1% 0.79% $4.5M $266.62
2024 Q4 ADDED 22,512 +15,270 +210.9% 1.62% $7.5M $332.16
2024 Q3 ADDED 7,242 +107 +1.5% 0.46% $2.0M $271.62
2024 Q2 REDUCED 7,135 -674 -8.6% 0.47% $1.8M $254.35
2024 Q1 REDUCED 7,809 -79 -1.0% 0.64% $2.4M $297.95
2023 Q4 REDUCED 7,888 -473 -5.7% 0.62% $2.1M $259.98
2023 Q3 REDUCED 8,361 -209 -2.4% 0.56% $1.7M $200.35
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CRM price (monthly, adj. close)
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