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Point Windward Advisors Inc.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Point Windward Advisors Inc. on CRM, newest first. How the timeline and the estimate are built.

Point Windward Advisors Inc. held 15,366 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,366 shares
    Change vs previous 13F +1,701 shares

    1.06% of the 13F portfolio, value $2,407,292.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,665 shares
    Change vs previous 13F +2,645 shares

    1.28% of the 13F portfolio, value $2,550,846.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,020 shares
    Change vs previous 13F -977 shares

    1.4% of the 13F portfolio, value $2,919,308.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,997 shares
    Change vs previous 13F +1,765 shares

    1.33% of the 13F portfolio, value $2,843,289.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,232 shares
    Change vs previous 13F -4,043 shares

    1.26% of the 13F portfolio, value $2,790,164.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,275 shares
    Change vs previous 13F -190 shares

    1.52% of the 13F portfolio, value $3,830,839.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,465 shares
    Change vs previous 13F -270 shares

    1.81% of the 13F portfolio, value $4,836,083.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,735 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,033,117.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).