Advisors Preferred’s Salesforce CRM Stock Holding History

Advisors Preferred’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 Q1	$2.22M	Hold	11,900	–	–	0.33%	73
2025 Q4	$3.02M	Hold	11,900	–	–	0.49%	60
2025 Q3	$2.8M	Buy	11,900 +2,000	+20%	+$504K	0.41%	54
2025 Q2	$2.69M	Hold	9,900	–	–	0.44%	53
2025 Q1	$2.67M	Buy	+9,900	New	+$3.08M	0.36%	57

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisors Preferred's CRM Position: Q1 2026 in Review

Advisors Preferred held its Salesforce (CRM) position steady in Q1 2026 at 11,900 shares worth $2.22M. The position accounts for 0.33% of the portfolio, ranked #73.

Advisors Preferred first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Advisors Preferred held 11,900 shares of Salesforce worth $2.22M as of Q1 2026.
Advisors Preferred left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.33% of Advisors Preferred's portfolio in Q1 2026, its #73 holding.
Advisors Preferred first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
Advisors Preferred's Salesforce position peaked at $3.02M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.