Douglass Winthrop Advisors, LLC

SEC CIK: 0001308527
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Douglass Winthrop Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 8,200
Value: $1.28M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Douglass Winthrop Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,200	$1.28M	<0.1%	−480−5.5%	Reduced	Holders
Q1 2026	8,680	$1.62M	<0.1%	−1,230−12.4%	Reduced	Holders
Q4 2025	9,910	$2.63M	<0.1%	+191+2.0%	Added	Holders
Q3 2025	9,719	$2.30M	<0.1%	+95+1.0%	Added	Holders
Q2 2025	9,624	$2.62M	<0.1%	−162−1.7%	Reduced	Holders
Q1 2025	9,786	$2.63M	<0.1%	−760−7.2%	Reduced	Holders
Q4 2024	10,546	$3.53M	0.1%	+53+0.5%	Added	Holders
Q3 2024	10,493	$2.87M	0.1%	−501−4.6%	Reduced	Holders
Q2 2024	10,994	$2.83M	0.1%	−656−5.6%	Reduced	Holders
Q1 2024	11,650	$3.51M	0.1%	+107+0.9%	Added	Holders
Q4 2023	11,543	$3.04M	0.1%	−165−1.4%	Reduced	Holders
Q3 2023	11,708	$2.37M	0.1%	+295+2.6%	Added	Holders
Q2 2023	11,413	$2.41M	0.1%	+3,660+47.2%	Added	Holders
Q1 2023	7,753	$1.55M	<0.1%	−31,815−80.4%	Reduced	Holders
Q4 2022	39,568	$5.25M	0.1%	−2,822−6.7%	Reduced	Holders
Q3 2022	42,390	$6.10M	0.2%	−1,172−2.7%	Reduced	Holders
Q2 2022	43,562	$7.19M	0.2%	−1,426−3.2%	Reduced	Holders
Q1 2022	44,988	$9.55M	0.2%	+3,043+7.3%	Added	Holders
Q4 2021	41,945	$10.7M	0.2%	+4,366+11.6%	Added	Holders
Q3 2021	37,579	$10.2M	0.2%	+4,456+13.5%	Added	Holders
Q2 2021	33,123	$8.09M	0.2%	+2,635+8.6%	Added	Holders
Q1 2021	30,488	$6.46M	0.2%	–	–	Holders

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