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
- 38
- Reported value
- $32.5bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 94 comparable managers.
Amazon Com Inc
- Holders
- 62
- Reported value
- $206bn
- Buyers
- 20
- Sellers
- 43
Breadth -23 among 94 comparable managers.
Who holds both, Q3 2024
Both (32)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, 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, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Whale Rock Capital Management LLC
Only CRM (6)
Davidson Kempner Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Renaissance Technologies LLC, Starboard Value LP, ValueAct Holdings LP
Only AMZN (30)
Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, and 5 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.