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Orion Capital Management LLC: CRM position timeline

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

Orion Capital Management LLC held 3,447 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,447 shares
    Change vs previous 13F -238 shares

    0.17% of the 13F portfolio, value $540,007.

    13F-HR 0001846758-26-000003 filed by Orion Capital Management 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 3,685 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $687,879.

    13F-HR 0001846758-26-000002 filed by Orion Capital Management 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 3,885 shares
    Change vs previous 13F -599 shares

    0.35% of the 13F portfolio, value $1,029,175.

    13F-HR 0001846758-26-000001 filed by Orion Capital Management 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 4,484 shares
    Change vs previous 13F -330 shares

    0.37% of the 13F portfolio, value $1,062,728.

    13F-HR 0001846758-25-000003 filed by Orion Capital Management 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 4,814 shares
    Change vs previous 13F -259 shares

    0.5% of the 13F portfolio, value $1,312,744.

    13F-HR 0001095449-25-000053 filed by Orion Capital Management 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 5,073 shares
    Change vs previous 13F +260 shares

    0.57% of the 13F portfolio, value $1,361,397.

    13F-HR 0001095449-25-000037 filed by Orion Capital Management 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 4,813 shares
    Change vs previous 13F -81 shares

    0.71% of the 13F portfolio, value $1,609,130.

    13F-HR 0001095449-25-000012 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,894 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,339,537.

    13F-HR 0001095449-24-000089 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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