CRM-22.55%10.0%
NOW-35.76%10.0%
MSFT-7.14%9.0%
ORCL-43.70%8.0%
SAP-32.37%8.0%
WDAY-25.51%7.0%
ADBE-24.97%6.0%
ADSK-21.35%5.0%
HUBS-49.21%5.0%
PLTR-11.76%5.0%
TEAM-38.91%5.0%
DDOG+106.75%4.0%
SNOW+50.49%4.0%
DOCU-23.49%3.0%
MNDY-64.62%3.0%
PATH+23.17%2.0%
WK-20.83%2.0%
ZM+37.54%2.0%
ASAN-39.43%1.0%
BOX+0.03%1.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Enterprise Workflow Data Constituents
Salesforce, Inc.CRM | 10.0% | 1.04% | 17.92% | 16.50% | 4.87% | -27.15% | -0.93% | -28.82% | -22.55% | $158.05B |
ServiceNow, Inc.NOW | 10.0% | -0.78% | 18.67% | 8.61% | 5.39% | -23.48% | 8.53% | -28.87% | -35.76% | $121.19B |
Microsoft CorporationMSFT | 9.0% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
Oracle CorporationORCL | 8.0% | -0.93% | 25.54% | 0.77% | 11.16% | -25.94% | -0.72% | -1.03% | -43.70% | $415.91B |
SAP SESAP | 8.0% | 0.94% | 23.33% | 22.95% | 7.47% | -18.76% | -2.08% | -26.64% | -32.37% | $229.94B |
Workday, Inc.WDAY | 7.0% | -0.38% | 26.08% | 23.66% | 6.42% | -20.55% | 27.57% | -27.51% | -25.51% | $44.70B |
Adobe Inc.ADBE | 6.0% | 0.71% | 15.20% | 18.92% | 3.56% | -25.91% | -1.18% | -32.78% | -24.97% | $103.08B |
Atlassian CorporationTEAM | 5.0% | 2.73% | 30.43% | 32.54% | 12.18% | -30.11% | 50.83% | -49.40% | -38.91% | $29.77B |
Autodesk, Inc.ADSK | 5.0% | 1.19% | 14.44% | 15.65% | 2.49% | -18.91% | -2.38% | -10.41% | -21.35% | $50.68B |
HubSpot, Inc.HUBS | 5.0% | 0.53% | 22.12% | 29.08% | 5.41% | -37.65% | -5.41% | -57.81% | -49.21% | $12.82B |
Palantir Technologies Inc.PLTR | 5.0% | -2.60% | 28.89% | 19.53% | 28.74% | -10.87% | 15.48% | 81.17% | -11.76% | $363.77B |
Datadog, Inc.DDOG | 4.0% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
Snowflake Inc.SNOW | 4.0% | 0.02% | 18.20% | 20.89% | 8.03% | 44.44% | 88.14% | 105.86% | 50.49% | $109.82B |
DocuSign, Inc.DOCU | 3.0% | -0.09% | 13.98% | 22.58% | 4.85% | -15.95% | 27.56% | -31.07% | -23.49% | $10.98B |
monday.com Ltd.MNDY | 3.0% | -2.51% | 18.11% | 10.85% | 4.93% | -38.03% | 25.89% | -65.70% | -64.62% | $4.64B |
UiPath Inc.PATH | 2.0% | -1.99% | 27.49% | 16.82% | 8.31% | -15.68% | 28.80% | 27.73% | 23.17% | $7.35B |
Workiva Inc.WK | 2.0% | 0.92% | 17.72% | 19.73% | 3.19% | -28.45% | 0.21% | -19.98% | -20.83% | $3.46B |
Zoom Communications, Inc.ZM | 2.0% | -1.45% | 14.38% | 18.46% | 4.76% | 16.63% | 36.11% | 34.12% | 37.54% | $29.51B |
Asana, Inc.ASAN | 1.0% | 1.37% | 29.45% | 23.16% | 6.73% | -35.23% | 25.07% | -44.64% | -39.43% | $2.11B |
Box, Inc.BOX | 1.0% | 0.76% | 10.31% | 12.87% | 1.43% | 6.99% | 35.88% | 1.68% | 0.03% | $4.43B |
| Theme return | — | -0.14% | 21.46% | 16.88% | 4.98% | -14.42% | 18.24% | -7.90% | -18.27% | — |
| Average | 5.0% | -0.17% | 20.73% | 18.53% | 7.02% | -9.78% | 26.72% | 1.59% | -12.18% | $271.13B |
| Median | 5.0% | -0.03% | 18.44% | 19.23% | 5.40% | -19.73% | 24.60% | -23.31% | -23.02% | $47.69B |
| Std Dev | 2.8% | 1.40% | 6.03% | 7.19% | 5.60% | 33.40% | 36.49% | 59.18% | 38.88% | $776.82B |
| Min | 1.0% | -2.60% | 10.31% | 0.77% | 1.43% | -38.03% | -5.41% | -65.70% | -64.62% | $2.11B |
| Max | 10.0% | 2.73% | 30.43% | 32.54% | 28.74% | 108.23% | 152.92% | 178.41% | 106.75% | $3.62T |
| % Positive Tickers | 50.00% | 100.00% | 100.00% | 100.00% | 25.00% | 70.00% | 35.00% | 25.00% |
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About this theme
Data Owners '25: Enterprise Workflow Data tracks 20 publicly listed stocks in this theme. Sample tickers: ADBE, ADSK, ASAN, BOX, CRM, DDOG, DOCU, HUBS, MNDY, MSFT, NOW, ORCL, and 8 more. Use the table below for the full list.