Alerus Financial
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Alerus Financial’s Salesforce CRM Stock Holding History

Alerus Financial’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
2026
Q3 		$2.4M Buy
10,473
+3,752
+56% +$774K 0.11% 123
2026
Q2 		$1.05M Buy
6,721
+3,416
+103% +$601K 0.05% 175
2026
Q1 		$617K Buy
3,305
+3,284
+15,638% +$680K 0.03% 176
2025
Q4 		$5.56K Sell
21
-57
-73% -$14.2K ﹤0.01% 397
2025
Q3 		$18.5K Buy
78
+38
+95% +$9.6K ﹤0.01% 327
2025
Q2 		$10.9K Buy
+40
New +$10.7K ﹤0.01% 356
2022
Q2 		– Sell
-34,455
Closed -$7.32M – 172
2022
Q1 		$7.32M Buy
34,455
+2,085
+6% +$449K 0.62% 33
2021
Q4 		$8.23M Buy
32,370
+868
+3% +$244K 0.67% 30
2021
Q3 		$8.54M Buy
31,502
+28
+0.1% +$7.11K 0.78% 25
2021
Q2 		$7.69M Buy
31,474
+7,924
+34% +$1.83M 0.78% 27
2021
Q1 		$4.99M Sell
23,550
-5,182
-18% -$1.15M 0.53% 50
2020
Q4 		$6.39M Buy
28,732
+2,286
+9% +$556K 0.65% 32
2020
Q3 		$6.65M Sell
26,446
-5,144
-16% -$1.13M 0.75% 28
2020
Q2 		$5.92M Sell
31,590
-39
-0.1% -$6.57K 0.7% 35
2020
Q1 		$4.55M Buy
31,629
+6,675
+27% +$1.14M 0.63% 41
2019
Q4 		$4.06M Buy
24,954
+5,854
+31% +$918K 0.46% 62
2019
Q3 		$2.84M Buy
19,100
+3,085
+19% +$469K 0.37% 74
2019
Q2 		$2.43M Buy
16,015
+2,147
+15% +$336K 0.33% 77
2019
Q1 		$2.2M Buy
13,868
+339
+3% +$52.5K 0.31% 81
2018
Q4 		$1.85M Buy
+13,529
New +$1.86M 0.28% 82

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Alerus Financial's CRM Position: Q3 2026 in Review

Alerus Financial increased its Salesforce (CRM) stake by 56% in Q3 2026, buying an estimated $774K and bringing the position to 10,473 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #123.

Alerus Financial first reported a position in CRM in Q4 2018 and has held it in 20 quarters since. The position peaked at $8.54M in Q3 2021. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Alerus Financial held 10,473 shares of Salesforce worth $2.4M as of Q3 2026.
  • Alerus Financial bought 3,752 Salesforce shares in Q3 2026, an estimated $774K.
  • Salesforce made up 0.11% of Alerus Financial's portfolio in Q3 2026, its #123 holding.
  • Alerus Financial first reported a position in Salesforce in Q4 2018 and has held it in 20 quarters since.
  • Alerus Financial's Salesforce position peaked at $8.54M in Q3 2021.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.