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Orion Porfolio Solutions, LLC: CRM position timeline

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

Orion Porfolio Solutions, LLC held 68,031 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,031 shares
    Change vs previous 13F -6,970 shares

    0.08% of the 13F portfolio, value $10,657,803.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 75,001 shares
    Change vs previous 13F -426 shares

    0.12% of the 13F portfolio, value $14,000,554.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 75,427 shares
    Change vs previous 13F -3,995 shares

    0.15% of the 13F portfolio, value $19,981,531.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 79,422 shares
    Change vs previous 13F -8,394 shares

    0.15% of the 13F portfolio, value $18,822,922.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 87,816 shares
    Change vs previous 13F +9,834 shares

    0.2% of the 13F portfolio, value $23,946,510.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 77,982 shares
    Change vs previous 13F +17,269 shares

    0.21% of the 13F portfolio, value $20,927,305.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 60,713 shares
    Change vs previous 13F -9,428 shares

    0.2% of the 13F portfolio, value $20,298,022.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 70,141 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $19,198,119.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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