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
$379M
AUM Growth
-$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M

Top Sells

1 +$1.85M
2 +$47K

Sector Composition

1 Technology 81.99%
2 Financials 18.01%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$149M 39.42%
483,871
2
$115M 30.3%
2,093,199
3
$68.3M 18.01%
3,843,368
-104,000
4
$35.3M 9.31%
104,167
5
$9.75M 2.57%
1,328,302
6
$1.43M 0.38%
+23
7
-1