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
- 47
- Reported value
- $26.1bn
- Buyers
- 27
- Sellers
- 20
Breadth +7 among 95 comparable managers.
Alphabet Inc
- Holders
- 57
- Reported value
- $117bn
- Buyers
- 29
- Sellers
- 29
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (40)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only CRM (7)
ARK Investment Management LLC, Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Lone Pine Capital LLC, Starboard Value LP, ValueAct Holdings LP, Voloridge Investment Management LLC
Only GOOGL (17)
Coatue Management LLC, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Tiger Global Management LLC, Tudor Investment Corp
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.