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Optimize Financial’s Salesforce CRM Stock Holding History

Optimize Financial’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Sell
6,477
-46
-0.7% -$12.5K 1.08% 32
2025
Q1 		$1.75M Sell
6,523
-465
-7% -$125K 1.27% 24
2024
Q4 		$2.34M Buy
+6,988
New +$2.34M 1.75% 3