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PAX Financial Group’s Salesforce CRM Stock Holding History

PAX Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-869
Closed -$237K – 226
2025
Q2 		$237K Sell
869
-577
-40% -$154K 0.05% 211
2025
Q1 		$388K Sell
1,446
-53
-4% -$16.5K 0.07% 190
2024
Q4 		$501K Buy
+1,499
New +$478K 0.09% 166
2022
Q2 		– Sell
-1,898
Closed -$403K – 177
2022
Q1 		$403K Sell
1,898
-700
-27% -$151K 0.09% 152
2021
Q4 		$660K Buy
2,598
+1,531
+143% +$430K 0.15% 127
2021
Q3 		$289K Buy
1,067
+10
+0.9% +$2.54K 0.07% 154
2021
Q2 		$258K Sell
1,057
-183
-15% -$42.2K 0.07% 154
2021
Q1 		$263K Sell
1,240
-195
-14% -$43.4K 0.07% 148
2020
Q4 		$319K Buy
+1,435
New +$349K 0.1% 109
2020
Q3 		– Sell
-1,655
Closed -$310K – 125
2020
Q2 		$310K Buy
1,655
+346
+26% +$58.3K 0.12% 110
2020
Q1 		$202K Buy
+1,309
New +$224K 0.09% 113

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAX Financial Group's CRM Position: Q3 2025 in Review

PAX Financial Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 869 shares — an estimated $237K sold.

PAX Financial Group first reported a position in CRM in Q1 2020 and held it in 11 quarters. The position peaked at $660K in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • PAX Financial Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • PAX Financial Group sold 869 Salesforce shares in Q3 2025, an estimated $237K.
  • PAX Financial Group first reported a position in Salesforce in Q1 2020 and held it in 11 quarters.
  • PAX Financial Group's Salesforce position peaked at $660K in Q4 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on PAX Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.