Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Optimize Financial Inc, 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of CRM by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−6,477−100.0%	Sold out	Holders
Q2 2025	6,477	$1.77M	1.1%	−46−0.7%	Reduced	Holders
Q1 2025	6,523	$1.75M	0.7%	−465−6.7%	Reduced	Holders
Q4 2024	6,988	$2.34M	1.8%	–	No prior filing	Holders