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
$149M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$462K

Sector Composition

1 Technology 78.85%
2 Financials 21.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.7M 43.33%
2,093,199
2
$49.9M 33.42%
483,871
3
$31.6M 21.15%
3,843,368
4
$3.13M 2.1%
1,328,302
5
-23