Position in CRM
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$14,776,273
+$5,288,631 QoQ
Shares Held
64,365
+6.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#6
of 122 holders
Holding Since
Dec 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Sep 30, 2026Farther Finance Advisors, LLC holds $93,950,033 across 141 Software - Application names. CRM ranks #1 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
64,365 | $14,776,273 | |
| 2 | BSY |
Bentley Systems Inc
|
253,451 | $8,097,759 | |
| 3 | SHOP |
Shopify Inc.
|
53,389 | $7,917,588 | |
| 4 | NOW |
ServiceNow, Inc.
|
57,385 | $7,690,163 | |
| 5 | ADP |
Automatic Data Processing Inc
|
27,821 | $7,179,487 | |
| 6 | UBER |
Uber Technologies, Inc
|
103,722 | $7,105,994 | |
| 7 | SNOW |
Snowflake Inc.
|
14,342 | $4,869,969 | |
| 8 | ADBE |
Adobe Inc.
|
13,497 | $3,238,470 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $14,776,273 | 64,365 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $9,487,642 | 60,562 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,116,038 | 43,478 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,659,943 | 36,465 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,136,641 | 25,893 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,308,410 | 23,134 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,044,362 | 18,797 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,109,880 | 18,275 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,365,948 | 15,951 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,289,970 | 16,686 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,244,310 | 10,772 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,514,302 | 9,555 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,051,211 | 5,184 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $824,970 | 3,905 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $715,412 | 3,581 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $168,389 | 1,270 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||