Browsing: Orion

Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation

Orion Capital Management LLC bought a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,447 shares of the CRM provider’s stock, valued at approximately $540,000.

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