salesforce shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in salesforce
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Quarterly reported holdings in salesforce by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 500 | 237.00 |
| 2025-06-30 | $136k | 500 | 272.69 |
| 2025-03-31 | $134k | 500 | 268.36 |
| 2024-12-31 | $167k | 500 | 334.33 |
| 2024-09-30 | $137k | 500 | 273.71 |
| 2024-06-30 | $129k | 500 | 257.10 |
| 2024-03-31 | $151k | 500 | 301.18 |
| 2023-12-31 | $133k | 505 | 263.14 |
| 2023-09-30 | $109k | 535 | 202.78 |
| 2023-06-30 | $113k | 535 | 211.26 |
| 2023-03-31 | $127k | 635 | 199.78 |
| 2022-12-31 | $84k | 635 | 132.59 |
| 2022-09-30 | $91k | 635 | 143.31 |
| 2022-06-30 | $105k | 635 | 165.35 |
| 2022-03-31 | $134k | 630 | 212.70 |
| 2021-12-31 | $152k | 600 | 253.33 |
| 2021-09-30 | $163k | 600 | 271.67 |
| 2021-06-30 | $210k | 860 | 244.19 |
| 2021-03-31 | $662k | 3.1k | 211.91 |
| 2020-12-31 | $721k | 3.2k | 222.60 |
| 2020-09-30 | $655k | 2.6k | 251.44 |
| 2020-06-30 | $692k | 3.7k | 187.23 |
| 2020-03-31 | $600k | 4.2k | 143.95 |
| 2019-12-31 | $641k | 3.9k | 162.53 |
| 2019-09-30 | $515k | 3.5k | 148.37 |
| 2019-06-30 | $537k | 3.5k | 151.69 |
| 2019-03-31 | $538k | 3.4k | 158.47 |
| 2018-12-31 | $234k | 1.7k | 137.24 |
| 2018-09-30 | $343k | 2.2k | 159.16 |
| 2018-06-30 | $226k | 1.7k | 136.56 |
| 2018-03-31 | $250k | 2.2k | 116.01 |
| 2017-12-31 | $271k | 2.7k | 102.07 |
| 2017-09-30 | $243k | 2.6k | 93.28 |
| 2017-06-30 | $239k | 2.8k | 86.75 |
| 2017-03-31 | $203k | 2.5k | 82.69 |
| 2015-03-31 | $120k | 1.8k | 66.67 |
| 2014-12-31 | $107k | 1.8k | 59.44 |
| 2014-09-30 | $104k | 1.8k | 57.78 |
| 2014-06-30 | $103k | 1.8k | 57.22 |
| 2014-03-31 | $103k | 1.8k | 57.22 |
| 2013-12-31 | $99k | 1.8k | 55.00 |
| 2013-09-30 | $93k | 1.8k | 51.67 |
More positions owned by Optimum Investment Advisors
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