Point Windward Advisors Inc.

Position in CRM — Salesforce, Inc.

CIK 1356202 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,407,237

-$143,608 QoQ

Shares Held

15,366

+12.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#876

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Point Windward Advisors Inc. holds $11,186,001 across 5 Software - Application names. CRM ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	54,108	$3,904,433
2	SNOW	Snowflake Inc.	10,355	$2,635,347
3	CRM	Salesforce, Inc. This page	15,366	$2,407,237
4	ADP	Automatic Data Processing Inc	5,735	$1,284,353
5	WDAY	Workday, Inc.	7,798	$954,631

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,407,237	15,366	+12.4%	Shares	Sole	2026-07-30
2026-03-31	$2,550,845	13,665	+24.0%	Shares	Sole	2026-04-09
2025-12-31	$2,919,308	11,020	-8.1%	Shares	Sole	2026-01-14
2025-09-30	$2,843,289	11,997	+17.2%	Shares	Sole	2025-10-14
2025-06-30	$2,790,164	10,232	-28.3%	Shares	Sole	2025-07-30
2025-03-31	$3,830,839	14,275	-1.3%	Shares	Sole	2025-04-23
2024-12-31	$4,836,083	14,465	-1.8%	Shares	Sole	2025-01-15
2024-09-30	$4,033,116	14,735	+2.4%	Shares	Sole	2024-10-16
2024-06-30	$3,699,411	14,389	+15.1%	Shares	Sole	2024-07-12
2024-03-31	$3,765,954	12,504	-0.7%	Shares	Sole	2024-04-12
2023-12-31	$3,312,669	12,589	-9.5%	Shares	Sole	2024-01-10
2023-09-30	$2,821,683	13,915	-0.4%	Shares	Sole	2023-10-11
2023-06-30	$2,952,358	13,975	-0.7%	Shares	Sole	2023-07-11
2023-03-31	$2,812,303	14,077	-3.7%	Shares	Sole	2023-04-14
2022-12-31	$1,938,068	14,617	-6.2%	Shares	Sole	2023-01-18
2022-09-30	$2,242,609	15,591	-0.0%	Shares	Sole	2022-10-12
2022-06-30	$2,573,963	15,596	-4.6%	Shares	Sole	2022-07-11
2022-03-31	$3,471,644	16,351	+6.9%	Shares	Sole	2022-04-19
2021-12-31	$3,886,918	15,295	0.0%	Shares	Sole	2022-01-19
2021-09-30	$4,148,309	15,295	-0.1%	Shares	Sole	2021-10-14
2021-06-30	$3,738,552	15,305	-0.0%	Shares	Sole	2021-07-15
2021-03-31	$3,243,729	15,310	+5.1%	Shares	Sole	2021-04-19
2020-12-31	$3,241,149	14,565	+125.1%	Shares	Sole	2021-01-22
2020-09-30	$1,626,040	6,470	-14.3%	Shares	Sole	2020-10-19
2020-06-30	$1,414,341	7,550	-0.7%	Shares	Sole	2020-07-17
2020-03-31	$1,094,248	7,600	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.