Holders over time
- CRM
- AMZN
| Quarter | CRM | AMZN |
|---|---|---|
| Q3 2020 | 38 holders, $48.3bn | 63 holders, $195bn |
| Q4 2020 | 35 holders, $41.8bn | 65 holders, $198bn |
| Q1 2021 | 37 holders, $36.8bn | 65 holders, $193bn |
| Q2 2021 | 41 holders, $43.4bn | 66 holders, $221bn |
| Q3 2021 | 42 holders, $47.4bn | 59 holders, $199bn |
| Q4 2021 | 38 holders, $41.9bn | 66 holders, $209bn |
| Q1 2022 | 35 holders, $32.7bn | 66 holders, $201bn |
| Q2 2022 | 38 holders, $25.7bn | 58 holders, $125bn |
| Q3 2022 | 42 holders, $20.6bn | 60 holders, $136bn |
| Q4 2022 | 46 holders, $22.9bn | 56 holders, $93.6bn |
| Q1 2023 | 47 holders, $30.1bn | 61 holders, $112bn |
| Q2 2023 | 44 holders, $30.0bn | 64 holders, $144bn |
| Q3 2023 | 48 holders, $28.7bn | 65 holders, $141bn |
| Q4 2023 | 51 holders, $36.8bn | 69 holders, $172bn |
| Q1 2024 | 52 holders, $41.9bn | 69 holders, $209bn |
| Q2 2024 | 41 holders, $33.9bn | 70 holders, $224bn |
| Q3 2024 | 38 holders, $32.5bn | 62 holders, $206bn |
| Q4 2024 | 53 holders, $40.1bn | 68 holders, $250bn |
| Q1 2025 | 52 holders, $28.7bn | 70 holders, $218bn |
| Q2 2025 | 47 holders, $26.1bn | 71 holders, $253bn |
| Q3 2025 | 48 holders, $23.6bn | 69 holders, $244bn |
| Q4 2025 | 40 holders, $26.0bn | 74 holders, $280bn |
| Q1 2026 | 34 holders, $20.5bn | 70 holders, $261bn |
| Q2 2026 | 31 holders, $16.2bn | 72 holders, $305bn |
Salesforce Inc
- Holders
- 51
- Reported value
- $36.8bn
- Buyers
- 29
- Sellers
- 22
Breadth +7 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Who holds both, Q4 2023
Both (45)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, and 5 more
Only CRM (6)
Bridgewater Associates LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Sachem Head Capital Management LP, Starboard Value LP, ValueAct Holdings LP
Only AMZN (24)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Glenview Capital Management LLC, Markel Group Inc, Scion Asset Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.