Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$28,182,977
-$5,665,334 QoQ
Shares Held
179,899
-0.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#282
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 1%
None 61%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WINDWARD CAPITAL MANAGEMENT CO /CA holds $33,138,123 across 3 Software - Application names. CRM ranks #1 (85.0% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,182,977 | 179,899 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,848,311 | 181,327 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $48,553,499 | 183,283 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $44,877,135 | 189,355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $52,065,792 | 190,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,518,947 | 191,977 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $65,340,117 | 195,436 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $54,158,723 | 197,869 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $50,924,825 | 198,074 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $61,152,490 | 203,043 | Shares | Defined | 2024-09-20 | |
| 2023-12-31 | $54,120,792 | 205,673 | Shares | Sole | 2024-10-03 | |
| 2023-09-30 | $41,825,604 | 206,261 | Shares | Defined | 2024-10-03 | |
| 2023-06-30 | $44,369,880 | 210,025 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $42,144,389 | 210,954 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $27,372,674 | 206,446 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $29,853,991 | 207,550 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $34,210,315 | 207,285 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $43,760,637 | 206,107 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $52,501,732 | 206,594 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $56,008,286 | 206,505 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $50,682,360 | 207,485 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $44,068,959 | 208,000 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $46,480,953 | 208,875 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $60,302,725 | 239,944 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $45,498,335 | 242,878 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $35,384,668 | 245,761 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||