Orion Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,814
-259
| -5% | -$70.6K | 0.5% | 40 |
|
|
2025
Q1 | $1.36M | Buy |
5,073
+260
| +5% | +$69.8K | 0.57% | 35 |
|
|
2024
Q4 | $1.61M | Sell |
4,813
-81
| -2% | -$27.1K | 0.71% | 30 |
|
|
2024
Q3 | $1.34M | Buy |
4,894
+40
| +0.8% | +$10.9K | 0.65% | 32 |
|
|
2024
Q2 | $1.25M | Buy |
4,854
+39
| +0.8% | +$10K | 0.65% | 31 |
|
|
2024
Q1 | $1.45M | Buy |
4,815
+145
| +3% | +$43.7K | 0.77% | 26 |
|
|
2023
Q4 | $1.23M | Sell |
4,670
-20
| -0.4% | -$5.26K | 0.72% | 32 |
|
|
2023
Q3 | $951K | Sell |
4,690
-680
| -13% | -$138K | 0.62% | 36 |
|
|
2023
Q2 | $1.13M | Buy |
5,370
+31
| +0.6% | +$6.55K | 0.75% | 33 |
|
|
2023
Q1 | $1.07M | Sell |
5,339
-200
| -4% | -$40K | 0.71% | 31 |
|
|
2022
Q4 | $734K | Hold |
5,539
| – | – | 0.54% | 46 |
|
|
2022
Q3 | $797K | Hold |
5,539
| – | – | 0.64% | 38 |
|
|
2022
Q2 | $914K | Sell |
5,539
-500
| -8% | -$82.5K | 0.71% | 36 |
|
|
2022
Q1 | $1.28M | Sell |
6,039
-187
| -3% | -$39.7K | 0.77% | 33 |
|
|
2021
Q4 | $1.58M | Buy |
6,226
+30
| +0.5% | +$7.62K | 0.9% | 27 |
|
|
2021
Q3 | $1.68M | Hold |
6,196
| – | – | 1.02% | 26 |
|
|
2021
Q2 | $1.51M | Hold |
6,196
| – | – | 0.94% | 27 |
|
|
2021
Q1 | $1.31M | Hold |
6,196
| – | – | 0.92% | 30 |
|
|
2020
Q4 | $1.27M | Buy |
+6,196
| New | +$1.27M | 0.94% | 29 |
|