Alpine Bank Wealth Management’s Salesforce CRM Stock Holding History

Alpine Bank Wealth Management’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 Q1	$208K	Buy	+1,116	New	+$231K	0.03%	158
2025 Q4	–	Sell	-624	Closed	-$148K	–	200
2025 Q3	$148K	Sell	624 -227	-27%	-$57.3K	0.02%	177
2025 Q2	$232K	Sell	851 -135	-14%	-$36.1K	0.04%	138
2025 Q1	$265K	Buy	+986	New	+$307K	0.04%	121
2024 Q3	$241K	Buy	+879	New	+$225K	0.04%	138

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alpine Bank Wealth Management's CRM Position: Q1 2026 in Review

Alpine Bank Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 1,116 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in CRM as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in CRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $265K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Alpine Bank Wealth Management held 1,116 shares of Salesforce worth $208K as of Q1 2026.
Salesforce was a new Alpine Bank Wealth Management position in Q1 2026.
Salesforce made up 0.03% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #158 holding.
Alpine Bank Wealth Management first reported a position in Salesforce in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Salesforce position peaked at $265K in Q1 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.