OF
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Optimize Financial’s Salesforce CRM Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-6,477
Closed -$1.77M – 354
2025
Q2 		$1.77M Sell
6,477
-46
-0.7% -$12.3K 1.08% 32
2025
Q1 		$1.75M Sell
6,523
-465
-7% -$145K 1.27% 24
2024
Q4 		$2.34M Buy
+6,988
New +$2.23M 1.75% 3

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimize Financial's CRM Position: Q3 2025 in Review

Optimize Financial sold out of Salesforce (CRM) in Q3 2025, closing a stake of 6,477 shares — an estimated $1.77M sold.

Optimize Financial first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $2.34M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Optimize Financial reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 6,477 Salesforce shares in Q3 2025, an estimated $1.77M.
  • Optimize Financial first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Salesforce position peaked at $2.34M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.