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WINDWARD CAPITAL MANAGEMENT CO /CA: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on CRM, newest first. How the timeline and the estimate are built.

WINDWARD CAPITAL MANAGEMENT CO /CA held 179,899 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,899 shares
    Change vs previous 13F -1,428 shares

    2.13% of the 13F portfolio, value $28,183,041.

    13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 181,327 shares
    Change vs previous 13F -1,956 shares

    2.76% of the 13F portfolio, value $33,848,230.

    13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 183,283 shares
    Change vs previous 13F -6,072 shares

    3.85% of the 13F portfolio, value $48,553,388.

    13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 189,355 shares
    Change vs previous 13F -1,579 shares

    3.58% of the 13F portfolio, value $44,877,104.

    13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 190,934 shares
    Change vs previous 13F -1,043 shares

    4.42% of the 13F portfolio, value $52,065,900.

    13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 191,977 shares
    Change vs previous 13F -3,459 shares

    4.44% of the 13F portfolio, value $51,518,724.

    13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 195,436 shares
    Change vs previous 13F -2,433 shares

    5% of the 13F portfolio, value $65,340,396.

    13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 197,869 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $54,158,584.

    13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    Filed (acceptance time not in the bulk data set), ingested

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