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
2024 Q2	–	Sell	-200	Closed	-$60.2K	–	452
2024 Q1	$60.2K	Sell	200 -100	-33%	-$28.9K	0.03%	222
2023 Q4	$78.9K	Buy	300 +200	+200%	+$45.3K	0.05%	192
2023 Q3	$20.3K	Sell	100 -200	-67%	-$43.2K	0.01%	321
2023 Q2	$63.4K	Hold	300	–	–	0.04%	129
2023 Q1	$59.9K	Buy	300 +200	+200%	+$33.8K	0.04%	202
2022 Q4	$13.3K	Hold	100	–	–	0.01%	302
2022 Q3	$14K	Buy	+100	New	+$17K	0.01%	294
2022 Q2	–	Sell	-100	Closed	-$21K	–	419
2022 Q1	$21K	Buy	+100	New	+$21.5K	0.01%	266

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Orion Capital Management's CRM Position: Q1 2026 in Review

Orion Capital Management reduced its Salesforce (CRM) stake by 5.1% in Q1 2026, selling an estimated $41.4K and leaving 3,685 shares worth $688K. The position accounts for 0.24% of the portfolio, ranked #68.

Orion Capital Management first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.68M in Q3 2021. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Orion Capital Management held 3,685 shares of Salesforce worth $688K as of Q1 2026.
Orion Capital Management sold 200 Salesforce shares in Q1 2026, an estimated $41.4K.
Salesforce made up 0.24% of Orion Capital Management's portfolio in Q1 2026, its #68 holding.
Orion Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
Orion Capital Management's Salesforce position peaked at $1.68M in Q3 2021.
2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.