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Archer Investment Corporation’s Salesforce CRM Stock Holding History

Archer Investment Corporation’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
2026
Q2 		$38.5K Hold
246
– – 0.01% 562
2026
Q1 		$45.9K Sell
246
-721
-75% -$149K 0.01% 537
2025
Q4 		$256K Buy
967
+47
+5% +$11.7K 0.06% 235
2025
Q3 		$218K Sell
920
-61
-6% -$15.4K 0.05% 264
2025
Q2 		$268K Buy
981
+81
+9% +$21.7K 0.06% 225
2025
Q1 		$241K Buy
900
+152
+20% +$47.3K 0.06% 231
2024
Q4 		$250K Buy
748
+1
+0.1% +$319 0.07% 220
2024
Q3 		$205K Sell
747
-12
-2% -$3.07K 0.05% 236
2024
Q2 		$195K Buy
759
+100
+15% +$26.8K 0.06% 230
2024
Q1 		$198K Buy
659
+214
+48% +$61.7K 0.06% 227
2023
Q4 		$117K Buy
445
+73
+20% +$16.5K 0.04% 279
2023
Q3 		$75.4K Hold
372
– – 0.03% 328
2023
Q2 		$78.6K Buy
372
+148
+66% +$30.2K 0.03% 314
2023
Q1 		$44.8K Sell
224
-115
-34% -$19.4K 0.02% 404
2022
Q4 		$44.9K Sell
339
-333
-50% -$48.6K 0.02% 375
2022
Q3 		$96.7K Buy
672
+132
+24% +$22.4K 0.04% 260
2022
Q2 		$89.1K Hold
540
– – 0.04% 266
2022
Q1 		$108K Sell
540
-1,868
-78% -$402K 0.04% 261
2021
Q4 		$612K Buy
2,408
+378
+19% +$106K 0.21% 118
2021
Q3 		$551K Buy
2,030
+5
+0.2% +$1.27K 0.21% 122
2021
Q2 		$495K Hold
2,025
– – 0.2% 121
2021
Q1 		$429K Buy
2,025
+1,701
+525% +$379K 0.18% 137
2020
Q4 		$72.1K Buy
324
+150
+86% +$36.5K 0.03% 245
2020
Q3 		$43.7K Hold
174
– – 0.02% 273
2020
Q2 		$32.6K Buy
174
+120
+222% +$20.2K 0.02% 299
2020
Q1 		$8K Hold
54
– – 0.01% 435
2019
Q4 		$9K Hold
54
– – ﹤0.01% 457
2019
Q3 		$8K Buy
54
+38
+238% +$5.78K ﹤0.01% 356
2019
Q2 		$2K Hold
16
– – ﹤0.01% 428
2019
Q1 		$3K Hold
16
– – ﹤0.01% 413
2018
Q4 		$2K Buy
+16
New +$2.2K ﹤0.01% 403

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Archer Investment Corporation's CRM Position: Q2 2026 in Review

Archer Investment Corporation held its Salesforce (CRM) position steady in Q2 2026 at 246 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #562.

Archer Investment Corporation first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $612K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Archer Investment Corporation held 246 shares of Salesforce worth $38.5K as of Q2 2026.
  • Archer Investment Corporation left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #562 holding.
  • Archer Investment Corporation first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Archer Investment Corporation's Salesforce position peaked at $612K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.