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Farther Finance Advisors’s Salesforce CRM Stock Holding History

Farther Finance Advisors’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 		$9.49M Buy
60,562
+17,084
+39% +$3M 0.07% 233
2026
Q1 		$8.1M Buy
43,478
+7,013
+19% +$1.45M 0.08% 227
2025
Q4 		$9.66M Buy
36,465
+10,572
+41% +$2.63M 0.1% 171
2025
Q3 		$6.14M Buy
25,893
+2,759
+12% +$696K 0.09% 185
2025
Q2 		$6.31M Buy
23,134
+4,337
+23% +$1.16M 0.13% 152
2025
Q1 		$5.08M Buy
18,797
+522
+3% +$162K 0.13% 149
2024
Q4 		$6.11M Buy
18,275
+2,324
+15% +$742K 0.22% 95
2024
Q3 		$4.37M Sell
15,951
-735
-4% -$188K 0.16% 112
2024
Q2 		$4.28M Buy
16,686
+5,914
+55% +$1.58M 0.21% 85
2024
Q1 		$3.26M Buy
10,772
+1,217
+13% +$351K 0.2% 96
2023
Q4 		$2.51M Buy
9,555
+4,371
+84% +$989K 0.18% 104
2023
Q3 		$1.05M Buy
5,184
+1,279
+33% +$276K 0.17% 118
2023
Q2 		$825K Buy
3,905
+324
+9% +$66.1K 0.18% 106
2023
Q1 		$715K Buy
3,581
+2,311
+182% +$390K 0.21% 92
2022
Q4 		$168K Buy
+1,270
New +$185K 0.07% 248

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Farther Finance Advisors's CRM Position: Q2 2026 in Review

Farther Finance Advisors increased its Salesforce (CRM) stake by 39% in Q2 2026, buying an estimated $3M and bringing the position to 60,562 shares worth $9.49M. The position accounts for 0.07% of the portfolio, ranked #233.

Farther Finance Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.66M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Farther Finance Advisors held 60,562 shares of Salesforce worth $9.49M as of Q2 2026.
  • Farther Finance Advisors bought 17,084 Salesforce shares in Q2 2026, an estimated $3M.
  • Salesforce made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #233 holding.
  • Farther Finance Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Salesforce position peaked at $9.66M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.