CRM+27.81%10.0%
NOW+30.07%10.0%
MSFT+26.60%9.0%
ORCL+27.38%8.0%
SAP+36.67%8.0%
WDAY+47.78%7.0%
ADBE+22.30%6.0%
ADSK+21.01%5.0%
HUBS+17.14%5.0%
PLTR+46.39%5.0%
TEAM+97.76%5.0%
DDOG-4.55%4.0%
SNOW+24.14%4.0%
DOCU+22.92%3.0%
MNDY+17.18%3.0%
PATH+51.20%2.0%
WK+42.75%2.0%
ZM+22.09%2.0%
ASAN+39.65%1.0%
BOX+13.44%1.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Enterprise Workflow Data Constituents
Salesforce, Inc.CRM | 10.0% | 1.82% | 5.92% | 27.81% | 13.67% | -21.04% | 7.38% | -22.85% | -20.43% | -19.14% | -15.76% | $171.31B |
ServiceNow, Inc.NOW | 10.0% | -0.98% | 0.74% | 30.07% | 15.51% | -16.13% | 18.95% | -22.04% | -22.44% | 3.71% | -27.56% | $132.83B |
Microsoft CorporationMSFT | 9.0% | 0.43% | -4.08% | 26.60% | 3.99% | -0.08% | 23.04% | 26.46% | 16.18% | 63.03% | -4.73% | $3.59T |
Oracle CorporationORCL | 8.0% | 3.10% | 0.68% | 27.38% | 12.78% | -24.85% | 0.74% | 0.42% | 5.74% | 72.87% | -38.03% | $421.90B |
SAP SESAP | 8.0% | 0.73% | 4.29% | 36.67% | 19.09% | -9.97% | 8.51% | -18.70% | 0.69% | 56.97% | -19.34% | $254.81B |
Workday, Inc.WDAY | 7.0% | 1.36% | 10.34% | 47.78% | 24.74% | -6.88% | 49.53% | -15.03% | -23.06% | -17.56% | -9.61% | $52.39B |
Adobe Inc.ADBE | 6.0% | 1.13% | 4.39% | 22.30% | 9.94% | -21.34% | 4.91% | -28.64% | -50.69% | -58.09% | -23.97% | $109.43B |
Atlassian CorporationTEAM | 5.0% | -1.77% | 11.51% | 97.76% | 70.08% | 5.96% | 128.68% | -23.29% | 7.38% | -51.26% | 0.60% | $45.13B |
Autodesk, Inc.ADSK | 5.0% | 1.12% | 0.89% | 21.01% | 8.38% | -14.25% | 3.24% | -5.26% | -0.56% | -24.63% | -12.54% | $53.59B |
HubSpot, Inc.HUBS | 5.0% | 0.06% | 8.84% | 17.14% | 1.12% | -40.19% | -9.26% | -59.53% | -52.29% | -64.46% | -49.40% | $12.29B |
Palantir Technologies Inc.PLTR | 5.0% | 3.44% | 2.86% | 46.39% | 46.22% | 1.23% | 31.16% | 105.76% | 466.21% | 624.98% | 13.36% | $413.15B |
Datadog, Inc.DDOG | 4.0% | 1.32% | -4.52% | -4.55% | -12.07% | 73.26% | 110.45% | 131.66% | 100.99% | 77.83% | 79.56% | $83.87B |
Snowflake Inc.SNOW | 4.0% | 3.58% | -0.41% | 24.14% | 13.47% | 51.70% | 97.60% | 116.22% | 187.23% | 20.38% | 69.09% | $115.34B |
DocuSign, Inc.DOCU | 3.0% | -0.45% | 4.48% | 22.92% | 13.08% | -9.36% | 37.56% | -25.66% | 7.94% | -78.69% | -17.12% | $11.84B |
monday.com Ltd.MNDY | 3.0% | -0.62% | 3.73% | 17.18% | 4.11% | -38.51% | 24.90% | -65.97% | -65.56% | -76.74% | -49.00% | $3.84B |
UiPath Inc.PATH | 2.0% | 2.95% | 4.26% | 51.20% | 28.45% | 0.00% | 52.75% | 51.48% | 32.07% | -72.77% | 46.73% | $8.72B |
Workiva Inc.WK | 2.0% | -0.74% | 8.37% | 42.75% | 25.13% | -13.24% | 21.52% | -2.97% | -6.04% | -45.38% | -6.44% | $4.07B |
Zoom Communications, Inc.ZM | 2.0% | 1.06% | 1.29% | 22.09% | 11.82% | 24.50% | 45.29% | 43.16% | 53.17% | -68.52% | 30.27% | $31.50B |
Asana, Inc.ASAN | 1.0% | 0.84% | 3.57% | 39.65% | 15.14% | -30.12% | 34.93% | -40.27% | -31.08% | -87.59% | -33.79% | $2.28B |
Box, Inc.BOX | 1.0% | 0.03% | 0.24% | 13.44% | 4.31% | 10.03% | 39.75% | 4.58% | 15.60% | 30.54% | 3.49% | $4.56B |
| Theme return | — | 0.97% | 3.25% | 27.87% | 16.27% | -5.22% | 30.95% | 2.01% | 14.63% | 22.19% | -5.06% | — |
| Average | 5.0% | 0.92% | 3.37% | 31.49% | 16.45% | -3.96% | 36.58% | 7.48% | 31.05% | 14.28% | -3.21% | $276.06B |
| Median | 5.0% | 0.95% | 3.65% | 26.99% | 13.28% | -9.66% | 28.03% | -10.14% | 3.21% | -21.88% | -11.07% | $52.99B |
| Std Dev | 2.8% | 1.47% | 4.17% | 19.99% | 16.93% | 27.26% | 36.20% | 54.45% | 113.99% | 149.95% | 34.77% | $769.87B |
| Min | 1.0% | -1.77% | -4.52% | -4.55% | -12.07% | -40.19% | -9.26% | -65.97% | -65.56% | -87.59% | -49.40% | $2.28B |
| Max | 10.0% | 3.58% | 11.51% | 97.76% | 70.08% | 73.26% | 128.68% | 131.66% | 466.21% | 624.98% | 79.56% | $3.59T |
| % Positive Tickers | 75.00% | 85.00% | 95.00% | 95.00% | 30.00% | 95.00% | 40.00% | 55.00% | 40.00% | 35.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Data Owners '25: Enterprise Workflow Data tracks 20 publicly listed stocks in this theme. Sample tickers: CRM, NOW, MSFT, ORCL, SAP, WDAY, ADBE, ADSK, HUBS, PLTR, TEAM, DDOG, and 8 more. Use the table below for the full list.