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Orion Capital Management’s Salesforce CRM Stock Holding History

Orion Capital Management’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 		$540K Sell
3,447
-238
-6% -$41.9K 0.17% 83
2026
Q1 		$688K Sell
3,685
-200
-5% -$41.4K 0.24% 68
2025
Q4 		$1.03M Sell
3,885
-599
-13% -$149K 0.35% 51
2025
Q3 		$1.06M Sell
4,484
-330
-7% -$83.2K 0.37% 45
2025
Q2 		$1.31M Sell
4,814
-259
-5% -$69.2K 0.5% 40
2025
Q1 		$1.36M Buy
5,073
+260
+5% +$80.9K 0.57% 35
2024
Q4 		$1.61M Sell
4,813
-81
-2% -$25.9K 0.71% 30
2024
Q3 		$1.34M Buy
4,894
+40
+0.8% +$10.2K 0.65% 32
2024
Q2 		$1.25M Buy
4,854
+39
+0.8% +$10.4K 0.65% 31
2024
Q1 		$1.45M Buy
4,815
+145
+3% +$41.8K 0.77% 26
2023
Q4 		$1.23M Sell
4,670
-20
-0.4% -$4.53K 0.72% 32
2023
Q3 		$951K Sell
4,690
-680
-13% -$147K 0.62% 36
2023
Q2 		$1.13M Buy
5,370
+31
+0.6% +$6.33K 0.75% 33
2023
Q1 		$1.07M Sell
5,339
-200
-4% -$33.8K 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% -$88.3K 0.71% 36
2022
Q1 		$1.28M Sell
6,039
-187
-3% -$40.2K 0.77% 33
2021
Q4 		$1.58M Buy
6,226
+30
+0.5% +$8.43K 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 +$1.51M 0.94% 29

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

Orion Capital Management's CRM Position: Q2 2026 in Review

Orion Capital Management reduced its Salesforce (CRM) stake by 6.5% in Q2 2026, selling an estimated $41.9K and leaving 3,447 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #83.

Orion Capital Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Orion Capital Management held 3,447 shares of Salesforce worth $540K as of Q2 2026.
  • Orion Capital Management sold 238 Salesforce shares in Q2 2026, an estimated $41.9K.
  • Salesforce made up 0.17% of Orion Capital Management's portfolio in Q2 2026, its #83 holding.
  • Orion Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Orion Capital Management's Salesforce position peaked at $1.68M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.