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
- 31
- Reported value
- $16.2bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 91 comparable managers.
Alphabet Inc
- Holders
- 64
- Reported value
- $309bn
- Buyers
- 33
- Sellers
- 34
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (27)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Discovery Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only CRM (4)
Akre Capital Management LLC, ExodusPoint Capital Management LP, Millennium Management LLC, ValueAct Holdings LP
Only GOOGL (37)
Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, and 12 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.