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
- 41
- Reported value
- $33.9bn
- Buyers
- 23
- Sellers
- 24
Breadth -1 among 94 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $224bn
- Buyers
- 35
- Sellers
- 31
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (36)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only CRM (5)
Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, Starboard Value LP, ValueAct Holdings LP
Only AMZN (34)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 9 more
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.