Jeffrey Ubben's top holdings (June 2025) include Salesforce.Com Inc (CRM), a company that provides cloud-based software for customer relationship management.

Jeffrey Ubben is known for his role as the Founder of Inclusive Capital Partners, an investment firm. His investment approach often focuses on companies that have the potential for positive environmental and social impact alongside financial returns.

Salesforce.Com Inc (CRM)

Salesforce is a dominant player in the customer relationship management (CRM) software space, offering a suite of services for sales, marketing, commerce, and service teams. The company's cloud-based platform helps businesses manage customer interactions and data throughout the customer lifecycle. The current value of Jeffrey Ubben's position is $769.18M. Analysts have set a price target of $303.33 for Salesforce, and the discounted cash flow value is $191.89. Salesforce has a market capitalization of $253.69B.

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

Roblox Corporation (RBLX)

Roblox operates an online platform where users can create, share, and experience 3D worlds. It's a popular destination for young audiences and creators, enabling social interaction and immersive experiences. The current value of Jeffrey Ubben's holding is $762.37M. The company's discounted cash flow analysis suggests a value of $52.79 per share. Roblox has a market capitalization of $59.0B, and analysts have set a price target of $72.5.

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

Walt Disney Co (The) (DIS)

The Walt Disney Company is a global entertainment and media giant, known for its theme parks, movie studios, television networks, and streaming services like Disney+. Disney's portfolio includes iconic brands such as Pixar, Marvel, and Star Wars. Jeffrey Ubben's position is currently valued at $742.22M. Analysts have set a price target of $122.5 for Walt Disney Co., and the discounted cash flow value is $26.69. Walt Disney Co has a market capitalization of $203.22B.

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

Meta Platforms Inc (META)

Meta Platforms, formerly known as Facebook, develops and operates social media platforms including Facebook, Instagram, and WhatsApp. The company is also heavily invested in virtual reality and augmented reality technologies. The current value of Jeffrey Ubben's position is $657.12M. Meta Platforms has a market capitalization of $1.63T. The company's discounted cash flow analysis suggests a value of $587.36 per share, and analysts have set a price target of $855.0.

Here's an overview of Jeffrey Ubben's trades in Meta Platforms Inc:

Visa Inc (V)

Visa is a global payments technology company that facilitates electronic funds transfers worldwide. It provides transaction processing services to financial institutions, merchants, and consumers. Visa has a market capitalization of $708.3B, with Jeffrey Ubben's position currently valued at $479.48M. The company's discounted cash flow analysis suggests a value of $246.53 per share.

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