PAX Financial Group’s Salesforce CRM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $237K | Sell |  | |||||
| 2025 Q1 | $388K | Sell |  | |||||
| 2024 Q4 | $501K | Buy |  | |||||
| 2022 Q2 | – | Sell |  | |||||
| 2022 Q1 | $403K | Sell |  | |||||
| 2021 Q4 | $660K | Buy |  | |||||
| 2021 Q3 | $289K | Buy |  | |||||
| 2021 Q2 | $258K | Sell |  | |||||
| 2021 Q1 | $263K | Sell |  | |||||
| 2020 Q4 | $319K | Buy |  | |||||
| 2020 Q3 | – | Sell |  | |||||
| 2020 Q2 | $310K | Buy |  | |||||
| 2020 Q1 | $202K | Buy |  |