PAX Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
869
-577
| -40% | -$157K | 0.05% | 211 |
|
|
2025
Q1 | $388K | Sell |
1,446
-53
| -4% | -$14.2K | 0.07% | 190 |
|
|
2024
Q4 | $501K | Buy |
+1,499
| New | +$501K | 0.09% | 166 |
|
|
2022
Q2 | – | Sell |
-1,898
| Closed | -$403K | – | 177 |
|
|
2022
Q1 | $403K | Sell |
1,898
-700
| -27% | -$149K | 0.09% | 152 |
|
|
2021
Q4 | $660K | Buy |
2,598
+1,531
| +143% | +$389K | 0.15% | 127 |
|
|
2021
Q3 | $289K | Buy |
1,067
+10
| +0.9% | +$2.71K | 0.07% | 154 |
|
|
2021
Q2 | $258K | Sell |
1,057
-183
| -15% | -$44.7K | 0.07% | 154 |
|
|
2021
Q1 | $263K | Sell |
1,240
-195
| -14% | -$41.4K | 0.07% | 148 |
|
|
2020
Q4 | $319K | Buy |
+1,435
| New | +$319K | 0.1% | 109 |
|
|
2020
Q3 | – | Sell |
-1,655
| Closed | -$310K | – | 125 |
|
|
2020
Q2 | $310K | Buy |
1,655
+346
| +26% | +$64.8K | 0.12% | 110 |
|
|
2020
Q1 | $202K | Buy |
+1,309
| New | +$202K | 0.09% | 113 |
|