salesforce shares owned by Optimize Financial
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 6.5k | 272.69 |
| 2025-03-31 | $1.8M | 6.5k | 268.36 |