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
- 40
- Reported value
- $26.0bn
- Buyers
- 21
- Sellers
- 33
Breadth -12 among 92 comparable managers.
Alphabet Inc
- Holders
- 62
- Reported value
- $236bn
- Buyers
- 32
- Sellers
- 31
Breadth +1 among 92 comparable managers.
Who holds both, Q4 2025
Both (36)
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, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only CRM (4)
ARK Investment Management LLC, Farallon Capital Management LLC, Starboard Value LP, ValueAct Holdings LP
Only GOOGL (26)
Altimeter Capital Management LP, Berkshire Hathaway Inc, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Viking Global Investors LP, Voloridge Investment Management LLC, and 1 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.