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CRM · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CRMMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CRM
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterCRMMSFT
Q3 202038 holders, $48.3bn63 holders, $218bn
Q4 202035 holders, $41.8bn66 holders, $228bn
Q1 202137 holders, $36.8bn65 holders, $241bn
Q2 202141 holders, $43.4bn62 holders, $273bn
Q3 202142 holders, $47.4bn64 holders, $283bn
Q4 202138 holders, $41.9bn65 holders, $336bn
Q1 202235 holders, $32.7bn63 holders, $297bn
Q2 202238 holders, $25.7bn67 holders, $245bn
Q3 202242 holders, $20.6bn68 holders, $216bn
Q4 202246 holders, $22.9bn62 holders, $217bn
Q1 202347 holders, $30.1bn65 holders, $254bn
Q2 202344 holders, $30.0bn69 holders, $304bn
Q3 202348 holders, $28.7bn71 holders, $281bn
Q4 202351 holders, $36.8bn66 holders, $333bn
Q1 202452 holders, $41.9bn68 holders, $361bn
Q2 202441 holders, $33.9bn67 holders, $374bn
Q3 202438 holders, $32.5bn69 holders, $356bn
Q4 202453 holders, $40.1bn70 holders, $338bn
Q1 202552 holders, $28.7bn67 holders, $294bn
Q2 202547 holders, $26.1bn65 holders, $401bn
Q3 202548 holders, $23.6bn70 holders, $427bn
Q4 202540 holders, $26.0bn68 holders, $411bn
Q1 202634 holders, $20.5bn64 holders, $312bn
Q2 202631 holders, $16.2bn60 holders, $291bn
CRM

Salesforce Inc

Holders
53
Reported value
$40.1bn
Buyers
35
Sellers
17

Breadth +18 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
70
Reported value
$338bn
Buyers
31
Sellers
37

Breadth -6 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2024

Among the 74 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (49)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, 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, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, and 9 more

Only CRM (4)

Light Street Capital Management LLC, Renaissance Technologies LLC, Starboard Value LP, ValueAct Holdings LP

Only MSFT (21)

Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Markel Group Inc, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Third Point LLC, Tiger Global Management LLC, Voloridge Investment 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.

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