AWM
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Alterna Wealth Management’s Salesforce CRM Stock Holding History

Alterna 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 		– Sell
-915
Closed -$242K – 109
2025
Q4 		$242K Buy
+915
New +$227K 0.2% 89
2025
Q1 		– Sell
-697
Closed -$233K – 111
2024
Q4 		$233K Buy
+697
New +$222K 0.2% 84
2024
Q2 		– Sell
-698
Closed -$210K – 108
2024
Q1 		$210K Buy
+698
New +$201K 0.17% 90
2022
Q1 		– Sell
-1,068
Closed -$271K – 126
2021
Q4 		$271K Buy
+1,068
New +$300K 0.23% 69
2019
Q1 		– Sell
-6,181
Closed -$535K – 158
2018
Q4 		$535K Buy
+6,181
New +$850K 0.09% 163

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alterna Wealth Management's CRM Position: Q1 2026 in Review

Alterna Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 915 shares — an estimated $242K sold.

Alterna Wealth Management first reported a position in CRM in Q4 2018 and held it in 5 quarters. The position peaked at $535K in Q4 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Alterna Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 915 Salesforce shares in Q1 2026, an estimated $242K.
  • Alterna Wealth Management first reported a position in Salesforce in Q4 2018 and held it in 5 quarters.
  • Alterna Wealth Management's Salesforce position peaked at $535K in Q4 2018.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Alterna Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.