Optimum Investment Advisors Salesforce, Inc. Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

A detailed history of Optimum Investment Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 500 shares of CRM stock, worth $118,515. This represents 0.05% of its overall portfolio holdings.

Number of Shares

500

Previous 500 -0.0%

Holding current value

$118,515

Previous $136,000 13.24%

% of portfolio

0.05%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$251.12 - $316.88 $1,255 - $1,584	-5 Reduced 0.99%	500 $150,000
Q4 2023 Jan 08, 2024	SELL	$196.25 - $267.25 $5,887 - $8,017	-30 Reduced 5.61%	505 $132,000
Q2 2023 Aug 03, 2023	SELL	$188.89 - $223.38 $18,889 - $22,338	-100 Reduced 15.75%	535 $113,000
Q2 2022 Jul 12, 2022	BUY	$155.6 - $218.85 $778 - $1,094	5 Added 0.79%	635 $105,000
Q1 2022 Apr 08, 2022	BUY	$190.54 - $255.46 $5,716 - $7,663	30 Added 5.0%	630 $134,000

Q3 2021 Oct 22, 2021	SELL	$237.55 - $285.63 $61,763 - $74,263	-260 Reduced 30.23%	600 $163,000
Q2 2021 Aug 02, 2021	SELL	$210.54 - $246.26 $476,662 - $557,532	-2,264 Reduced 72.47%	860 $210,000
Q1 2021 Apr 15, 2021	SELL	$205.33 - $248.59 $23,612 - $28,587	-115 Reduced 3.55%	3,124 $662,000
Q4 2020 Jan 21, 2021	BUY	$220.15 - $267.07 $139,575 - $169,322	634 Added 24.34%	3,239 $721,000
Q3 2020 Oct 06, 2020	SELL	$185.51 - $281.25 $202,391 - $306,843	-1,091 Reduced 29.52%	2,605 $655,000
Q2 2020 Jul 16, 2020	SELL	$134.06 - $191.65 $63,276 - $90,458	-472 Reduced 11.32%	3,696 $692,000
Q1 2020 Apr 21, 2020	BUY	$124.3 - $193.36 $27,843 - $43,312	224 Added 5.68%	4,168 $600,000
Q4 2019 Jan 22, 2020	BUY	$142.33 - $164.98 $67,322 - $78,035	473 Added 13.63%	3,944 $641,000
Q3 2019 Oct 17, 2019	SELL	$139.72 - $159.97 $9,640 - $11,037	-69 Reduced 1.95%	3,471 $515,000
Q2 2019 Jul 29, 2019	BUY	$145.1 - $165.96 $21,039 - $24,064	145 Added 4.27%	3,540 $537,000
Q1 2019 May 03, 2019	BUY	$130.4 - $166.95 $220,376 - $282,145	1,690 Added 99.12%	3,395 $538,000
Q4 2018 Feb 04, 2019	SELL	$120.67 - $159.86 $54,301 - $71,937	-450 Reduced 20.88%	1,705 $234,000
Q3 2018 Oct 05, 2018	BUY	$137.15 - $160.43 $68,575 - $80,215	500 Added 30.21%	2,155 $343,000
Q1 2018 May 09, 2018	SELL	$104.03 - $127.99 $104,030 - $127,990	-1,000 Reduced 37.66%	1,655 $192,000
Q4 2017 Jan 16, 2018	BUY	$93.94 - $108.8 $4,697 - $5,440	50 Added 1.92%	2,655 $271,000
Q3 2017 Nov 21, 2017	SELL	$87.63 - $97.71 $13,144 - $14,656	-150 Reduced 5.44%	2,605 $243,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,755	2,755 $239,000

Others Institutions Holding CRM

# of Institutions

3,312

Shares Held

765M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Account

Optimum Investment Advisors Salesforce, Inc. Transaction History