FFA
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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 		$1.44M Buy
+9,200
New +$1.62M 0.01% 892

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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

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. 975 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.
  • 975 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.