Farther Finance Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in CRM

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$8,116,038

-$1,543,905 QoQ

Shares Held

43,478

+19.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $70,013,451 across 138 Software - Application names. CRM ranks #1 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	43,478	$8,116,038
2	BSY	Bentley Systems Inc	218,375	$7,669,330
3	UBER	Uber Technologies, Inc	86,428	$6,216,766
4	SHOP	Shopify Inc.	50,259	$5,961,722
5	INTU	Intuit Inc.	12,870	$5,564,730
6	NOW	ServiceNow, Inc.	47,162	$4,930,787
7	ADP	Automatic Data Processing Inc	24,096	$4,895,825
8	ADBE	Adobe Inc.	15,934	$3,873,236

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,116,038	43,478	+19.2%	Shares	Sole	2026-04-07
2025-12-31	$9,659,943	36,465	+40.8%	Shares	Sole	2026-01-23
2025-09-30	$6,136,641	25,893	+11.9%	Shares	Sole	2025-10-14
2025-06-30	$6,308,410	23,134	+23.1%	Shares	Sole	2025-07-11
2025-03-31	$5,044,362	18,797	+2.9%	Shares	Sole	2025-04-14
2024-12-31	$6,109,880	18,275	+14.6%	Shares	Sole	2025-02-10
2024-09-30	$4,365,948	15,951	-4.4%	Shares	Sole	2024-10-29
2024-06-30	$4,289,970	16,686	+54.9%	Shares	Sole	2024-07-31
2024-03-31	$3,244,310	10,772	+12.7%	Shares	Sole	2024-05-14
2023-12-31	$2,514,302	9,555	+84.3%	Shares	Sole	2024-02-15
2023-09-30	$1,051,211	5,184	+32.8%	Shares	Sole	2023-11-14
2023-06-30	$824,970	3,905	+9.0%	Shares	Sole	2024-05-14
2023-03-31	$715,412	3,581	+182.0%	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.