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
Q3 		$1.97M Sell
8,600
-600
-7% -$124K 0.01% 779
2026
Q2 		$1.44M Buy
+9,200
New +$1.62M 0.01% 892

Other funds holding CRM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's CRM Position: Q3 2026 in Review

Farther Finance Advisors increased its Salesforce (CRM) stake by 6.3% in Q3 2026, buying an estimated $784K and bringing the position to 64,365 shares worth $14.8M. The position accounts for 0.1% of the portfolio, ranked #166.

Farther Finance Advisors first reported a position in CRM in Q4 2022 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Farther Finance Advisors held 64,365 shares of Salesforce worth $14.8M as of Q3 2026.
  • Farther Finance Advisors bought 3,803 Salesforce shares in Q3 2026, an estimated $784K.
  • Salesforce made up 0.1% of Farther Finance Advisors's portfolio in Q3 2026, its #166 holding.
  • Farther Finance Advisors first reported a position in Salesforce in Q4 2022 and has held it in 16 quarters since.
  • 94 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.