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WestEnd Advisors, LLC: CRM position timeline

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

WestEnd Advisors, LLC held 171,546 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,546 shares
    Change vs previous 13F -39,232 shares

    0.6% of the 13F portfolio, value $26,874,731.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    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 210,778 shares
    Change vs previous 13F +65,958 shares

    0.95% of the 13F portfolio, value $39,346,405.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    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 144,820 shares
    Change vs previous 13F -5,735 shares

    0.89% of the 13F portfolio, value $38,365,157.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    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 150,555 shares
    Change vs previous 13F -3,257 shares

    0.83% of the 13F portfolio, value $35,682,218.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    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 153,812 shares
    Change vs previous 13F +12,270 shares

    1.04% of the 13F portfolio, value $41,943,775.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    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 141,542 shares
    Change vs previous 13F -7,920 shares

    1.01% of the 13F portfolio, value $37,984,175.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    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 149,462 shares
    Change vs previous 13F +2,407 shares

    1.27% of the 13F portfolio, value $49,969,759.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    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 147,055 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $40,250,291.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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