SI
Salesforce Inc Portfolio holdings
AUM
$114M
This Quarter Return
-6.94%
1 Year Return
-53.18%
3 Year Return
+55.43%
5 Year Return
+159.4%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-9.4%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
monday.com
MNDY
$9.61B
| $59M | 51.61% |
483,871
| – | – |
|
2
nCino
NCNO
$3.6B
| $55.3M | 48.39% |
2,093,199
| – | – |
|