Optas LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
16,627
-236
| -1% | -$64.4K | 0.86% | 23 |
|
|
2025
Q1 | $4.53M | Sell |
16,863
-5,649
| -25% | -$1.52M | 0.79% | 22 |
|
|
2024
Q4 | $7.53M | Buy |
22,512
+15,270
| +211% | +$5.11M | 1.62% | 15 |
|
|
2024
Q3 | $1.98M | Buy |
7,242
+107
| +1% | +$29.3K | 0.46% | 36 |
|
|
2024
Q2 | $1.83M | Sell |
7,135
-674
| -9% | -$173K | 0.47% | 35 |
|
|
2024
Q1 | $2.35M | Sell |
7,809
-79
| -1% | -$23.8K | 0.64% | 28 |
|
|
2023
Q4 | $2.08M | Sell |
7,888
-473
| -6% | -$124K | 0.62% | 29 |
|
|
2023
Q3 | $1.7M | Sell |
8,361
-209
| -2% | -$42.4K | 0.56% | 30 |
|
|
2023
Q2 | $1.81M | Sell |
8,570
-33
| -0.4% | -$6.97K | 0.61% | 30 |
|
|
2023
Q1 | $1.72M | Sell |
8,603
-187
| -2% | -$37.4K | 0.61% | 31 |
|
|
2022
Q4 | $1.17M | Buy |
8,790
+17
| +0.2% | +$2.25K | 0.48% | 38 |
|
|
2022
Q3 | $1.26M | Buy |
8,773
+1,139
| +15% | +$164K | 0.55% | 33 |
|
|
2022
Q2 | $1.26M | Buy |
7,634
+1,516
| +25% | +$250K | 0.52% | 34 |
|
|
2022
Q1 | $1.3M | Buy |
6,118
+327
| +6% | +$69.4K | 0.42% | 37 |
|
|
2021
Q4 | $1.47M | Buy |
5,791
+14
| +0.2% | +$3.56K | 0.42% | 35 |
|
|
2021
Q3 | $1.57M | Buy |
5,777
+24
| +0.4% | +$6.51K | 0.46% | 34 |
|
|
2021
Q2 | $1.41M | Buy |
5,753
+2,191
| +62% | +$535K | 0.4% | 36 |
|
|
2021
Q1 | $754K | Sell |
3,562
-36
| -1% | -$7.62K | 0.24% | 58 |
|
|
2020
Q4 | $800K | Sell |
3,598
-765
| -18% | -$170K | 0.26% | 54 |
|
|
2020
Q3 | $1.1M | Buy |
4,363
+879
| +25% | +$221K | 0.33% | 53 |
|
|
2020
Q2 | $653K | Buy |
3,484
+827
| +31% | +$155K | 0.26% | 49 |
|
|
2020
Q1 | $382K | Buy |
2,657
+31
| +1% | +$4.46K | 0.19% | 73 |
|
|
2019
Q4 | $429K | Buy |
+2,626
| New | +$429K | 0.17% | 89 |
|