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