Optas, LLC

SEC CIK: 0001802961
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Optas, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 15,873
Value: $2.49M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Optas, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,873	$2.49M	0.3%	−709−4.3%	Reduced	Holders
Q1 2026	16,582	$3.10M	0.5%	−652−3.8%	Reduced	Holders
Q4 2025	17,234	$4.57M	0.7%	+1,086+6.7%	Added	Holders
Q3 2025	16,148	$3.83M	0.6%	−479−2.9%	Reduced	Holders
Q2 2025	16,627	$4.53M	0.9%	−236−1.4%	Reduced	Holders
Q1 2025	16,863	$4.53M	0.8%	−5,649−25.1%	Reduced	Holders
Q4 2024	22,512	$7.53M	1.6%	+15,270+210.9%	Added	Holders
Q3 2024	7,242	$1.98M	0.5%	+107+1.5%	Added	Holders
Q2 2024	7,135	$1.83M	0.5%	−674−8.6%	Reduced	Holders
Q1 2024	7,809	$2.35M	0.6%	−79−1.0%	Reduced	Holders
Q4 2023	7,888	$2.08M	0.6%	−473−5.7%	Reduced	Holders
Q3 2023	8,361	$1.70M	0.6%	−209−2.4%	Reduced	Holders
Q2 2023	8,570	$1.81M	0.6%	−33−0.4%	Reduced	Holders
Q1 2023	8,603	$1.72M	0.6%	−187−2.1%	Reduced	Holders
Q4 2022	8,790	$1.17M	0.5%	+17+0.2%	Added	Holders
Q3 2022	8,773	$1.26M	0.6%	+1,139+14.9%	Added	Holders
Q2 2022	7,634	$1.26M	0.5%	+1,516+24.8%	Added	Holders
Q1 2022	6,118	$1.30M	0.4%	+327+5.6%	Added	Holders
Q4 2021	5,791	$1.47M	0.4%	+14+0.2%	Added	Holders
Q3 2021	5,777	$1.57M	0.5%	+24+0.4%	Added	Holders
Q2 2021	5,753	$1.41M	0.4%	+2,191+61.5%	Added	Holders
Q1 2021	3,562	$754.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.