OGF
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Orin Green Financial’s Salesforce CRM Stock Holding History

Orin Green Financial’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
8,370
-2
-0% -$352 0.48% 32
2026
Q1 		$1.56M Hold
8,372
– – 0.64% 27
2025
Q4 		$2.22M Sell
8,372
-89
-1% -$22.1K 0.89% 23
2025
Q3 		$2.01M Hold
8,461
– – 0.8% 25
2025
Q2 		$2.31M Buy
8,461
+161
+2% +$43K 0.98% 22
2025
Q1 		$1.96M Buy
+8,300
New +$2.58M 0.92% 23
2024
Q4 		– Sell
-8,270
Closed -$2.64M – 19
2024
Q3 		$2.26M Hold
8,270
– – 0.98% 23
2024
Q2 		$2.13M Buy
+8,270
New +$2.21M 0.98% 22
2024
Q1 		– Sell
-8,272
Closed -$2.39M – 18
2023
Q4 		$2.18M Buy
8,272
+39
+0.5% +$8.83K 1.07% 20
2023
Q3 		$1.67M Sell
8,233
-4,777
-37% -$1.03M 0.93% 23
2023
Q2 		$2.75M Sell
13,010
-10,272
-44% -$2.1M 1.44% 17
2023
Q1 		$4.65M Buy
23,282
+24
+0.1% +$4.05K 2.52% 11
2022
Q4 		$3.08M Buy
23,258
+15,504
+200% +$2.26M 1.81% 15
2022
Q3 		$1.11M Buy
7,754
+65
+0.8% +$11K 0.72% 28
2022
Q2 		$1.33M Hold
7,689
– – 0.83% 26
2022
Q1 		$1.63M Buy
+7,689
New +$1.65M 1.07% 21
2021
Q4 		– Sell
-8,047
Closed -$2.18M – 62
2021
Q3 		$2.18M Buy
+8,047
New +$2.04M 1.52% 17

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Orin Green Financial's CRM Position: Q2 2026 in Review

Orin Green Financial reduced its Salesforce (CRM) stake by 0.02% in Q2 2026, selling an estimated $352 and leaving 8,370 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #32.

Orin Green Financial first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.65M in Q1 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Orin Green Financial held 8,370 shares of Salesforce worth $1.31M as of Q2 2026.
  • Orin Green Financial sold 2 Salesforce shares in Q2 2026, an estimated $352.
  • Salesforce made up 0.48% of Orin Green Financial's portfolio in Q2 2026, its #32 holding.
  • Orin Green Financial first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
  • Orin Green Financial's Salesforce position peaked at $4.65M in Q1 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.