Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,487,642
+$1,371,604 QoQ
Shares Held
60,562
+39.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#484
of 2,451 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Farther Finance Advisors, LLC holds $72,040,792 across 139 Software - Application names. CRM ranks #1 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
60,562 | $9,487,642 | |
| 2 | BSY |
Bentley Systems Inc
|
244,243 | $7,300,423 | |
| 3 | UBER |
Uber Technologies, Inc
|
91,327 | $6,590,156 | |
| 4 | SHOP |
Shopify Inc.
|
53,560 | $6,115,480 | |
| 5 | ADP |
Automatic Data Processing Inc
|
25,284 | $5,662,351 | |
| 6 | NOW |
ServiceNow, Inc.
|
53,027 | $5,264,520 | |
| 7 | SNOW |
Snowflake Inc.
|
13,742 | $3,497,339 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
7,801 | $2,927,871 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||