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
$126M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$31.6M
2
+$3.13M

Sector Composition

1 Technology 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCNO icon
1
nCino
NCNO
$2.75B
$71.4M 56.56%
2,093,199
MNDY icon
2
monday.com
MNDY
$9.36B
$54.8M 43.44%
483,871
BLND icon
3
Blend Labs
BLND
$861M
– –
-1,328,302
HOOD icon
4
Robinhood
HOOD
$115B
– –
-3,843,368