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Orion Portfolio Solutions’s Salesforce CRM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$20.9M Buy
77,982
+17,269
+28% +$5.37M 0.21% 93
2024
Q4 		$20.3M Sell
60,713
-9,428
-13% -$3.01M 0.2% 93
2024
Q3 		$19.2M Sell
70,141
-29,922
-30% -$7.66M 0.19% 105
2024
Q2 		$25.7M Buy
100,063
+2,266
+2% +$606K 0.27% 65
2024
Q1 		$29.5M Sell
97,797
-123
-0.1% -$35.5K 0.32% 53
2023
Q4 		$25.5M Sell
97,920
-2,615
-3% -$592K 0.3% 62
2023
Q3 		$20.4M Sell
100,535
-3,068
-3% -$663K 0.25% 84
2023
Q2 		$21.9M Sell
103,603
-16,096
-13% -$3.29M 0.23% 80
2023
Q1 		$23.9M Buy
119,699
+82,806
+224% +$14M 0.3% 65
2022
Q4 		$4.89M Buy
36,893
+783
+2% +$114K 0.17% 95
2022
Q3 		$5.19M Buy
36,110
+1,709
+5% +$290K 0.21% 79
2022
Q2 		$5.68M Sell
34,401
-1,779
-5% -$314K 0.23% 70
2022
Q1 		$7.68M Buy
36,180
+1,711
+5% +$368K 0.27% 59
2021
Q4 		$8.76M Buy
34,469
+2,918
+9% +$820K 0.29% 58
2021
Q3 		$8.56M Buy
31,551
+2,421
+8% +$615K 0.31% 55
2021
Q2 		$7.12M Buy
29,130
+7,164
+33% +$1.65M 0.28% 57
2021
Q1 		$4.65M Buy
21,966
+8,992
+69% +$2M 0.2% 69
2020
Q4 		$2.89M Buy
12,974
+4,056
+45% +$986K 0.13% 106
2020
Q3 		$2.24M Buy
8,918
+5,945
+200% +$1.3M 0.12% 109
2020
Q2 		$557K Buy
2,973
+671
+29% +$113K 0.03% 222
2020
Q1 		$331K Sell
2,302
-120
-5% -$20.6K 0.02% 252
2019
Q4 		$394K Buy
+2,422
New +$380K 0.03% 233

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's CRM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Salesforce (CRM) stake by 28% in Q1 2025, buying an estimated $5.37M and bringing the position to 77,982 shares worth $20.9M. The position accounts for 0.21% of the portfolio, ranked #93.

Orion Portfolio Solutions first reported a position in CRM in Q4 2019 and has held it in 22 quarters since. The position peaked at $29.5M in Q1 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Orion Portfolio Solutions held 77,982 shares of Salesforce worth $20.9M as of Q1 2025.
  • Orion Portfolio Solutions bought 17,269 Salesforce shares in Q1 2025, an estimated $5.37M.
  • Salesforce made up 0.21% of Orion Portfolio Solutions's portfolio in Q1 2025, its #93 holding.
  • Orion Portfolio Solutions first reported a position in Salesforce in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Salesforce position peaked at $29.5M in Q1 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.