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
$452M
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$240M
2 +$2.2M

Top Sells

1 +$1.95M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$240M 53.1%
+4,534,239
2
$160M 35.41%
4,938,567
3
$49.8M 11.01%
888,517
4
$2.2M 0.49%
+80,647
5
-44,845