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Optimum Investment Advisors’s Salesforce CRM Stock Holding History

Optimum Investment Advisors’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
2018
Q2 		– Sell
-500
Closed -$5K – 1062
2018
Q1 		$5K Buy
+500
New +$57.4K ﹤0.01% 895

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

Optimum Investment Advisors's CRM Position: Q3 2025 in Review

Optimum Investment Advisors held its Salesforce (CRM) position steady in Q3 2025 at 500 shares worth $119K. The position accounts for 0.05% of the portfolio, ranked #240.

Optimum Investment Advisors first reported a position in CRM in Q3 2013 and has held it in 42 quarters since. The position peaked at $721K in Q4 2020. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Optimum Investment Advisors held 500 shares of Salesforce worth $119K as of Q3 2025.
  • Optimum Investment Advisors left its Salesforce share count unchanged in Q3 2025.
  • Salesforce made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #240 holding.
  • Optimum Investment Advisors first reported a position in Salesforce in Q3 2013 and has held it in 42 quarters since.
  • Optimum Investment Advisors's Salesforce position peaked at $721K in Q4 2020.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.