Holders over time
- CRM
- GOOGL
| Quarter | CRM | GOOGL |
|---|---|---|
| Q3 2020 | 38 holders, $48.3bn | 52 holders, $65.2bn |
| Q4 2020 | 35 holders, $41.8bn | 57 holders, $83.4bn |
| Q1 2021 | 37 holders, $36.8bn | 56 holders, $96.9bn |
| Q2 2021 | 41 holders, $43.4bn | 59 holders, $113bn |
| Q3 2021 | 42 holders, $47.4bn | 59 holders, $123bn |
| Q4 2021 | 38 holders, $41.9bn | 56 holders, $130bn |
| Q1 2022 | 35 holders, $32.7bn | 56 holders, $117bn |
| Q2 2022 | 38 holders, $25.7bn | 49 holders, $88.7bn |
| Q3 2022 | 42 holders, $20.6bn | 53 holders, $76.8bn |
| Q4 2022 | 46 holders, $22.9bn | 55 holders, $122bn |
| Q1 2023 | 47 holders, $30.1bn | 54 holders, $79.8bn |
| Q2 2023 | 44 holders, $30.0bn | 55 holders, $93.0bn |
| Q3 2023 | 48 holders, $28.7bn | 59 holders, $103bn |
| Q4 2023 | 51 holders, $36.8bn | 57 holders, $105bn |
| Q1 2024 | 52 holders, $41.9bn | 58 holders, $112bn |
| Q2 2024 | 41 holders, $33.9bn | 56 holders, $132bn |
| Q3 2024 | 38 holders, $32.5bn | 58 holders, $119bn |
| Q4 2024 | 53 holders, $40.1bn | 58 holders, $141bn |
| Q1 2025 | 52 holders, $28.7bn | 61 holders, $106bn |
| Q2 2025 | 47 holders, $26.1bn | 57 holders, $117bn |
| Q3 2025 | 48 holders, $23.6bn | 61 holders, $174bn |
| Q4 2025 | 40 holders, $26.0bn | 62 holders, $236bn |
| Q1 2026 | 34 holders, $20.5bn | 65 holders, $233bn |
| Q2 2026 | 31 holders, $16.2bn | 64 holders, $309bn |
Salesforce Inc
- Holders
- 38
- Reported value
- $32.5bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 94 comparable managers.
Alphabet Inc
- Holders
- 58
- Reported value
- $119bn
- Buyers
- 28
- Sellers
- 28
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (31)
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), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies 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 (7)
Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Starboard Value LP, ValueAct Holdings LP
Only GOOGL (27)
Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, and 2 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.