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Disclosery

Optas, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optas, LLC on CRM, newest first. How the timeline and the estimate are built.

Optas, LLC held 15,873 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,873 shares
    Change vs previous 13F -709 shares

    0.35% of the 13F portfolio, value $2,486,664.

    13F-HR 0001802961-26-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,582 shares
    Change vs previous 13F -652 shares

    0.47% of the 13F portfolio, value $3,095,360.

    13F-HR 0001802961-26-000002 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,234 shares
    Change vs previous 13F +1,086 shares

    0.71% of the 13F portfolio, value $4,565,457.

    13F-HR 0001802961-26-000001 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,148 shares
    Change vs previous 13F -479 shares

    0.65% of the 13F portfolio, value $3,827,076.

    13F-HR 0001802961-25-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,627 shares
    Change vs previous 13F -236 shares

    0.86% of the 13F portfolio, value $4,534,015.

    13F-HR 0001085146-25-004086 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,863 shares
    Change vs previous 13F -5,649 shares

    0.79% of the 13F portfolio, value $4,525,339.

    13F-HR 0001085146-25-002171 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,512 shares
    Change vs previous 13F +15,270 shares

    1.62% of the 13F portfolio, value $7,526,352.

    13F-HR 0001085146-25-000492 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,242 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,982,343.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).