Alpine Bank Wealth Management
BankPosition in CRM — Salesforce, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$174,675
-$33,648 QoQ
Shares Held
1,115
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,080
of 2,451 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Alpine Bank Wealth Management holds $2,034,276 across 10 Software - Application names. CRM ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,938 | $1,329,814 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,115 | $174,675 | |
| 3 | DDOG |
Datadog, Inc.
|
455 | $118,463 | |
| 4 | SNOW |
Snowflake Inc.
|
355 | $90,347 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
232 | $87,073 | |
| 6 | NOW |
ServiceNow, Inc.
|
870 | $86,373 | |
| 7 | SHOP |
Shopify Inc.
|
552 | $63,026 | |
| 8 | SAP |
Sap SE
|
232 | $35,753 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,675 | 1,115 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $208,323 | 1,116 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $147,888 | 624 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $232,058 | 851 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $264,602 | 986 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $240,590 | 879 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||