Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,864,254
-$357,119 QoQ
Shares Held
11,900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#966
of 2,451 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Advisors Preferred, LLC holds $2,524,206 across 4 Software - Application names. CRM ranks #1 (73.9% of the industry book) .
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,864,254 | 11,900 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,221,373 | 11,900 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $3,152,429 | 11,900 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $2,820,300 | 11,900 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,699,631 | 9,900 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $2,656,764 | 9,900 | Shares | Other | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||