
CRM-1.64%10.0%

NOW-26.88%10.0%

MSFT-0.04%9.0%

ORCL-50.74%8.0%

SAP-24.61%8.0%

WDAY-20.48%7.0%

ADBE-32.17%6.0%

ADSK-33.97%5.0%

HUBS-51.25%5.0%

PLTR+1.03%5.0%

TEAM+22.17%5.0%

DDOG+81.10%4.0%

SNOW+41.90%4.0%

DOCU+1.14%3.0%

MNDY-56.70%3.0%

PATH+1.92%2.0%

WK-18.56%2.0%

ZM+12.78%2.0%

ASAN-36.64%1.0%

BOX+3.89%1.0%
As of Oct 2, 2026, 9:55 PM ET
Data Owners '25: Enterprise Workflow Data Constituents
Salesforce, Inc.CRM | 10.0% | -0.84% | 0.72% | -8.55% | -0.73% | -11.31% | 20.62% | -13.34% | -1.64% | -16.23% | -14.13% | $192.21B |
ServiceNow, Inc.NOW | 10.0% | -2.45% | -2.85% | -2.65% | -3.39% | -13.12% | 23.22% | -19.24% | -26.88% | -24.56% | 6.18% | $138.93B |
Microsoft CorporationMSFT | 9.0% | 0.92% | 3.52% | 3.77% | 0.54% | 6.60% | 31.27% | 34.91% | -0.04% | 24.49% | 83.99% | $3.84T |
Oracle CorporationORCL | 8.0% | 3.06% | -4.66% | -2.40% | 3.03% | -27.02% | -2.17% | -2.47% | -50.74% | -14.31% | 66.79% | $409.89B |
SAP SESAP | 8.0% | -1.05% | -2.70% | -2.24% | -2.75% | -15.61% | 1.72% | -23.79% | -24.61% | -4.54% | 64.03% | $243.03B |
Workday, Inc.WDAY | 7.0% | -0.33% | -1.95% | -8.12% | -1.17% | -14.07% | 37.98% | -21.59% | -20.48% | -22.74% | -26.87% | $48.76B |
Adobe Inc.ADBE | 6.0% | -1.49% | 0.07% | -14.78% | -1.18% | -31.88% | -9.14% | -38.20% | -32.17% | -52.82% | -58.84% | $94.48B |
Atlassian CorporationTEAM | 5.0% | -1.06% | -2.18% | -1.02% | -2.83% | 13.81% | 145.62% | -17.60% | 22.17% | 17.11% | -52.10% | $49.35B |
Autodesk, Inc.ADSK | 5.0% | 0.33% | -3.51% | -12.34% | 0.28% | -28.41% | -13.81% | -20.91% | -33.97% | -21.07% | -25.37% | $44.76B |
HubSpot, Inc.HUBS | 5.0% | -1.44% | -0.40% | -11.61% | -0.20% | -45.92% | -17.96% | -63.40% | -51.25% | -58.54% | -68.65% | $10.99B |
Palantir Technologies Inc.PLTR | 5.0% | -0.68% | 2.15% | 11.51% | -0.56% | 6.31% | 37.74% | 116.09% | 1.03% | 381.01% | 675.79% | $433.38B |
Datadog, Inc.DDOG | 4.0% | 0.27% | 10.92% | 31.20% | -0.71% | 101.85% | 145.18% | 169.88% | 81.10% | 135.87% | 91.60% | $98.68B |
Snowflake Inc.SNOW | 4.0% | -0.28% | 1.41% | 11.61% | -0.19% | 55.60% | 102.68% | 121.78% | 41.90% | 208.72% | 12.29% | $118.20B |
DocuSign, Inc.DOCU | 3.0% | -1.05% | 3.17% | 5.33% | -1.24% | 0.69% | 52.82% | -17.42% | 1.14% | 9.57% | -73.23% | $13.18B |
monday.com Ltd.MNDY | 3.0% | -1.88% | -7.09% | -16.43% | -1.72% | -46.51% | 8.65% | -70.40% | -56.70% | -71.45% | -76.33% | $3.33B |
UiPath Inc.PATH | 2.0% | -1.50% | -1.92% | -27.77% | -2.44% | -20.71% | 21.11% | 20.10% | 1.92% | 9.79% | -74.85% | $6.98B |
Workiva Inc.WK | 2.0% | 2.30% | 2.00% | -5.97% | 2.30% | -17.41% | 15.67% | -7.64% | -18.56% | -8.26% | -49.96% | $3.88B |
Zoom Communications, Inc.ZM | 2.0% | -0.98% | 1.98% | -3.24% | -1.12% | 7.49% | 25.44% | 23.60% | 12.78% | 38.19% | -65.28% | $27.24B |
Asana, Inc.ASAN | 1.0% | -3.47% | -6.00% | -12.91% | -4.42% | -37.75% | 20.21% | -46.79% | -36.64% | -23.04% | -91.54% | $2.05B |
Box, Inc.BOX | 1.0% | -0.32% | 2.72% | -2.39% | -2.41% | 12.89% | 43.38% | 7.29% | 3.89% | 8.90% | 39.02% | $4.78B |
| Theme return | — | -0.47% | -0.43% | -2.42% | -0.42% | -5.08% | 31.15% | 2.16% | -10.92% | 10.96% | 24.49% | — |
| Average | 5.0% | -0.60% | -0.23% | -3.45% | -1.05% | -5.22% | 34.51% | 6.54% | -9.39% | 25.81% | 18.13% | $289.35B |
| Median | 5.0% | -0.91% | -0.16% | -2.94% | -1.14% | -13.59% | 22.17% | -15.38% | -10.10% | -6.40% | -26.12% | $49.06B |
| Std Dev | 2.8% | 1.46% | 3.94% | 12.18% | 1.75% | 34.01% | 45.23% | 60.77% | 32.63% | 102.58% | 161.28% | $824.79B |
| Min | 1.0% | -3.47% | -7.09% | -27.77% | -4.42% | -46.51% | -17.96% | -70.40% | -56.70% | -71.45% | -91.54% | $2.05B |
| Max | 10.0% | 3.06% | 10.92% | 31.20% | 3.03% | 101.85% | 145.62% | 169.88% | 81.10% | 381.01% | 675.79% | $3.84T |
| % Positive Tickers | 25.00% | 50.00% | 25.00% | 20.00% | 40.00% | 80.00% | 35.00% | 40.00% | 45.00% | 40.00% |