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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
851
-135
-14% -$36.8K 0.04% 138
2025
Q1 		$265K Buy
+986
New +$265K 0.04% 121
2024
Q3 		$241K Buy
+879
New +$241K 0.04% 138