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Optas LLC’s Salesforce CRM Stock Holding History

Optas LLC’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 		$2.49M Sell
15,873
-709
-4% -$125K 0.35% 40
2026
Q1 		$3.1M Sell
16,582
-652
-4% -$135K 0.47% 28
2025
Q4 		$4.57M Buy
17,234
+1,086
+7% +$270K 0.71% 20
2025
Q3 		$3.83M Sell
16,148
-479
-3% -$121K 0.65% 28
2025
Q2 		$4.53M Sell
16,627
-236
-1% -$63.1K 0.86% 23
2025
Q1 		$4.53M Sell
16,863
-5,649
-25% -$1.76M 0.79% 22
2024
Q4 		$7.53M Buy
22,512
+15,270
+211% +$4.87M 1.62% 15
2024
Q3 		$1.98M Buy
7,242
+107
+1% +$27.4K 0.46% 36
2024
Q2 		$1.83M Sell
7,135
-674
-9% -$180K 0.47% 35
2024
Q1 		$2.35M Sell
7,809
-79
-1% -$22.8K 0.64% 28
2023
Q4 		$2.08M Sell
7,888
-473
-6% -$107K 0.62% 29
2023
Q3 		$1.7M Sell
8,361
-209
-2% -$45.2K 0.56% 30
2023
Q2 		$1.81M Sell
8,570
-33
-0.4% -$6.74K 0.61% 30
2023
Q1 		$1.72M Sell
8,603
-187
-2% -$31.6K 0.61% 31
2022
Q4 		$1.17M Buy
8,790
+17
+0.2% +$2.48K 0.48% 38
2022
Q3 		$1.26M Buy
8,773
+1,139
+15% +$193K 0.55% 33
2022
Q2 		$1.26M Buy
7,634
+1,516
+25% +$268K 0.52% 34
2022
Q1 		$1.3M Buy
6,118
+327
+6% +$70.4K 0.42% 37
2021
Q4 		$1.47M Buy
5,791
+14
+0.2% +$3.93K 0.42% 35
2021
Q3 		$1.57M Buy
5,777
+24
+0.4% +$6.09K 0.46% 34
2021
Q2 		$1.41M Buy
5,753
+2,191
+62% +$505K 0.4% 36
2021
Q1 		$754K Sell
3,562
-36
-1% -$8.01K 0.24% 58
2020
Q4 		$800K Sell
3,598
-765
-18% -$186K 0.26% 54
2020
Q3 		$1.1M Buy
4,363
+879
+25% +$192K 0.33% 53
2020
Q2 		$653K Buy
3,484
+827
+31% +$139K 0.26% 49
2020
Q1 		$382K Buy
2,657
+31
+1% +$5.32K 0.19% 73
2019
Q4 		$429K Buy
+2,626
New +$412K 0.17% 89

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optas LLC's CRM Position: Q2 2026 in Review

Optas LLC reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $125K and leaving 15,873 shares worth $2.49M. The position accounts for 0.35% of the portfolio, ranked #40.

Optas LLC first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.53M in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Optas LLC held 15,873 shares of Salesforce worth $2.49M as of Q2 2026.
  • Optas LLC sold 709 Salesforce shares in Q2 2026, an estimated $125K.
  • Salesforce made up 0.35% of Optas LLC's portfolio in Q2 2026, its #40 holding.
  • Optas LLC first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Optas LLC's Salesforce position peaked at $7.53M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.