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
- 34
- Reported value
- $20.5bn
- Buyers
- 18
- Sellers
- 31
Breadth -13 among 91 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $261bn
- Buyers
- 26
- Sellers
- 45
Breadth -19 among 91 comparable managers.
Who holds both, Q1 2026
Both (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, ValueAct Holdings LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only CRM (3)
Akre Capital Management LLC, Element Capital Management LLC, First Eagle Investment Management LLC
Only AMZN (39)
Altimeter Capital Management LP, Appaloosa LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 14 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.