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Disclosery

Orin Green Financial, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orin Green Financial, LLC on CRM, newest first. How the timeline and the estimate are built.

Orin Green Financial, LLC held 8,370 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,370 shares
    Change vs previous 13F -2 shares

    0.48% of the 13F portfolio, value $1,311,244.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,372 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,562,802.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,372 shares
    Change vs previous 13F -89 shares

    0.89% of the 13F portfolio, value $2,217,827.

    13F-HR 0001844227-26-000001 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,461 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,005,257.

    13F-HR 0001844227-25-000002 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,461 shares
    Change vs previous 13F +161 shares

    0.98% of the 13F portfolio, value $2,307,230.

    13F-HR 0001085146-25-004260 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,300 shares
    Change vs previous 13F +8,300 shares

    0.92% of the 13F portfolio, value $1,960,958.

    13F-HR 0001085146-25-002655 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -8,270 shares

    13F-HR 0001085146-25-001754 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 8,270 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,263,582.

    13F-HR 0001085146-24-004948 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).