SI

Salesforce Inc Portfolio holdings

AUM $114M
1-Year Est. Return 53.18%
This Quarter Est. Return
1 Year Est. Return
-53.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MNDY icon
1
monday.com
MNDY
$9.36B
$59M 51.61%
483,871
NCNO icon
2
nCino
NCNO
$2.75B
$55.3M 48.39%
2,093,199