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Windward Capital Management Co

SEC CIK
0001078635
Latest filing
Aug 7, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Windward Capital Management Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
179,899
Value
$28.2M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Windward Capital Management Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026179,899$28.2M2.1%−1,428−0.8%ReducedHolders
Q1 2026181,327$33.8M2.8%−1,956−1.1%ReducedHolders
Q4 2025183,283$48.6M3.8%−6,072−3.2%ReducedHolders
Q3 2025189,355$44.9M3.6%−1,579−0.8%ReducedHolders
Q2 2025190,934$52.1M4.4%−1,043−0.5%ReducedHolders
Q1 2025191,977$51.5M4.4%−3,459−1.8%ReducedHolders
Q4 2024195,436$65.3M5.0%−2,433−1.2%ReducedHolders
Q3 2024197,869$54.2M4.1%−205−0.1%ReducedHolders
Q2 2024198,074$50.9M4.3%−4,969−2.4%ReducedHolders
Q1 2024203,043$61.2M5.1%−2,630−1.3%ReducedHolders
Q4 2023205,673$54.1M4.7%−588−0.3%ReducedHolders
Q3 2023206,261$41.8M4.1%−3,764−1.8%ReducedHolders
Q2 2023210,025$44.4M4.0%−929−0.4%ReducedHolders
Q1 2023210,954$83.9M7.7%+4,508+2.2%AddedHolders
Q4 2022206,446$27.4M3.0%−1,104−0.5%ReducedHolders
Q3 2022207,550$29.9M3.4%+265+0.1%AddedHolders
Q2 2022207,285$34.2M3.7%+1,178+0.6%AddedHolders
Q1 2022206,107$43.8M3.9%−487−0.2%ReducedHolders
Q4 2021206,594$52.5M4.3%+890.0%AddedHolders
Q3 2021206,505$56.0M5.2%−980−0.5%ReducedHolders
Q2 2021207,485$50.7M4.7%−515−0.2%ReducedHolders
Q1 2021208,000$44.1M4.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.