Orion Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $951K | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $734K | Hold |
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|
2022
Q3 | $797K | Hold |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.68M | Hold |
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|
2021
Q2 | $1.51M | Hold |
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|
2021
Q1 | $1.31M | Hold |
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|
2020
Q4 | $1.27M | Buy |
|