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
$441M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$79.1M

Top Sells

1 +$42.2M
2 +$1.73M

Sector Composition

1 Technology 90.37%
2 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$140M 31.61%
3,481,584
-1,052,655
2
$101M 22.86%
4,938,567
3
$79.3M 17.98%
888,517
4
$79.1M 17.92%
+2,980,597
5
$42.5M 9.63%
3,464,912
6
-80,647