Jeffrey Ubben's top holdings (April 2025) include Salesforce.Com Inc (CRM), a company providing enterprise cloud computing solutions.

Jeffrey Ubben is a noted investor known for his focus on value-oriented investments. He is the founder of Inclusive Capital Partners, an investment firm focused on driving positive environmental and social impact through active ownership. Ubben's investment approach typically involves engaging with company management to promote sustainable business practices.

Salesforce.Com Inc (CRM)

Salesforce is a global leader in customer relationship management (CRM) software, providing a range of cloud-based services to businesses. The company's offerings include sales, service, marketing, and commerce platforms, enabling businesses to manage customer interactions and automate various processes. Salesforce has a market capitalization of $259.44B, with Jeffrey Ubben's position currently valued at $783.18M. The company's discounted cash flow value stands at $202.35, and analysts have set a price target of $392.5.

Here's an overview of Jeffrey Ubben's trades in Salesforce.Com Inc:

Walt Disney Co (The) (DIS)

The Walt Disney Company is a diversified entertainment conglomerate, operating theme parks, television networks, and movie studios. Its portfolio includes iconic brands such as Disney, Pixar, Marvel, and Star Wars. The current value of Jeffrey Ubben's position is $641.37M, and the company's market cap stands at $177.29B. The discounted cash flow value is $31.41, and analysts have set a price target of $147.0.

Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):

Roblox Corporation (RBLX)

Roblox is a global platform that allows users to create, share, and experience 3D worlds. The company operates an online platform where users can design and play games, as well as interact with other users. The position is currently valued at $618.19M in Jeffrey Ubben's portfolio, and the company has a market capitalization of $39.44B. The company's discounted cash flow analysis suggests a value of $53.41 per share, and analysts have set a price target of $63.0 for Roblox.

Here's an overview of Jeffrey Ubben's trades in Roblox Corporation:

Insight Enterprises Inc. (NSIT)

Insight Enterprises is a global technology provider of hardware, software, and service solutions to business clients. The company helps clients manage their IT infrastructure and optimize their technology investments. Insight Enterprises Inc. has a market cap of $4.85B, while the current value of Jeffrey Ubben's holding is $597.08M. The company's discounted cash flow analysis suggests a value of $102.9 per share.

Here's an overview of Jeffrey Ubben's trades in Insight Enterprises Inc.:

Expedia Group Inc (EXPE)

Expedia Group is an online travel company that offers a wide range of travel products and services, including lodging, airfare, car rentals, and cruises. The company operates various brands such as Expedia, Hotels.com, and Vrbo. Expedia Group Inc has a market capitalization of $20.73B. This holding in Jeffrey Ubben's portfolio is currently worth $338.32M. Analysts have set a price target of $166.0 for Expedia, and the company's discounted cash flow value stands at $74.04.

Here's an overview of Jeffrey Ubben's trades in Expedia Group Inc: