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Archford Capital Strategies’s Salesforce CRM Stock Holding History

Archford Capital Strategies’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 		$229K Sell
1,464
-1,288
-47% -$226K 0.02% 338
2026
Q1 		$514K Sell
2,752
-1,452
-35% -$301K 0.06% 230
2025
Q4 		$1.11M Sell
4,204
-7,677
-65% -$1.91M 0.13% 151
2025
Q3 		$2.82M Buy
11,881
+1,014
+9% +$256K 0.34% 68
2025
Q2 		$2.96M Buy
10,867
+596
+6% +$159K 0.38% 63
2025
Q1 		$2.76M Buy
10,271
+2,247
+28% +$699K 0.4% 67
2024
Q4 		$2.68M Buy
8,024
+234
+3% +$74.7K 0.41% 61
2024
Q3 		$2.27M Sell
7,790
-24
-0.3% -$6.15K 0.34% 74
2024
Q2 		$2.01M Buy
7,814
+703
+10% +$188K 0.33% 77
2024
Q1 		$2.14M Buy
7,111
+10
+0.1% +$2.88K 0.36% 74
2023
Q4 		$1.87M Buy
7,101
+1,324
+23% +$300K 0.34% 77
2023
Q3 		$1.17M Sell
5,777
-160
-3% -$34.6K 0.23% 105
2023
Q2 		$1.34M Buy
5,937
+71
+1% +$14.5K 0.25% 92
2023
Q1 		$1.15M Buy
5,866
+1,433
+32% +$242K 0.24% 100
2022
Q4 		$588K Sell
4,433
-303
-6% -$44.2K 0.14% 173
2022
Q3 		$681K Buy
4,736
+295
+7% +$50K 0.18% 139
2022
Q2 		$733K Buy
4,441
+1,210
+37% +$214K 0.18% 133
2022
Q1 		$679K Buy
3,231
+2,238
+225% +$482K 0.15% 153
2021
Q4 		$252K Buy
+993
New +$279K 0.06% 270
2020
Q3 		– Sell
-3,527
Closed -$661K – 254
2020
Q2 		$661K Buy
3,527
+142
+4% +$23.9K 0.2% 144
2020
Q1 		$487K Buy
3,385
+242
+8% +$41.5K 0.19% 148
2019
Q4 		$511K Buy
3,143
+101
+3% +$15.8K 0.18% 158
2019
Q3 		$452K Buy
3,042
+81
+3% +$12.3K 0.17% 161
2019
Q2 		$449K Buy
2,961
+1,090
+58% +$171K 0.16% 163
2019
Q1 		$296K Hold
1,871
– – 0.11% 193
2018
Q4 		$256K Buy
1,871
+1,550
+483% +$213K 0.1% 192
2018
Q3 		$51K Hold
321
– – 0.02% 293
2018
Q2 		$44K Buy
321
+94
+41% +$12K 0.02% 303
2018
Q1 		$23K Buy
+227
New +$26.1K 0.01% 265
2017
Q2 		– Sell
-333
Closed -$27K – 284
2017
Q1 		$27K Sell
333
-358
-52% -$28.6K 0.01% 333
2016
Q4 		$47K Buy
691
+20
+3% +$1.45K 0.02% 256
2016
Q3 		$47K Hold
671
– – 0.02% 265
2016
Q2 		$53K Buy
+671
New +$52.7K 0.03% 247
2016
Q1 		– Sell
-671
Closed -$53K – 264
2015
Q4 		$53K Sell
671
-164
-20% -$12.8K 0.02% 258
2015
Q3 		$58K Hold
835
– – 0.04% 183
2015
Q2 		$58K Hold
835
– – 0.04% 184
2015
Q1 		$55.8K Buy
835
+155
+23% +$9.61K 0.04% 194
2014
Q4 		$40K Buy
680
+123
+22% +$7.25K 0.03% 224
2014
Q3 		$32K Sell
557
-69
-11% -$3.89K 0.03% 244
2014
Q2 		$36.4K Hold
626
– – 0.03% 240
2014
Q1 		$35.7K Buy
+626
New +$37.4K 0.03% 248

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Archford Capital Strategies's CRM Position: Q2 2026 in Review

Archford Capital Strategies reduced its Salesforce (CRM) stake by 47% in Q2 2026, selling an estimated $226K and leaving 1,464 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #338.

Archford Capital Strategies first reported a position in CRM in Q1 2014 and has held it in 41 quarters since. The position peaked at $2.96M in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Archford Capital Strategies held 1,464 shares of Salesforce worth $229K as of Q2 2026.
  • Archford Capital Strategies sold 1,288 Salesforce shares in Q2 2026, an estimated $226K.
  • Salesforce made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #338 holding.
  • Archford Capital Strategies first reported a position in Salesforce in Q1 2014 and has held it in 41 quarters since.
  • Archford Capital Strategies's Salesforce position peaked at $2.96M in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.