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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
Q2 		$175K Sell
1,115
-1
-0.1% -$176 0.02% 181
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alpine Bank Wealth Management's CRM Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Salesforce (CRM) stake by 0.09% in Q2 2026, selling an estimated $176 and leaving 1,115 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #181.

Alpine Bank Wealth Management first reported a position in CRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $265K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Alpine Bank Wealth Management held 1,115 shares of Salesforce worth $175K as of Q2 2026.
  • Alpine Bank Wealth Management sold 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Alpine Bank Wealth Management first reported a position in Salesforce in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Salesforce position peaked at $265K in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.