SEC Form 13F Information Table Summary
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Salesforce, Inc. for the period ending June 30, 2021. The document discloses equity securities held by the company that are subject to reporting requirements under the Securities Exchange Act of 1934.
Key Financial Metrics and Holdings
The filing details specific equity positions held by Salesforce, Inc. as of the reporting date. The table below summarizes the reported holdings:
| Issuer Name | Title of Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Monday.com Ltd | Comm Stk | 108,189 | 483,871 | Sole |
| Ncino Inc | Comm Stk | 215,304 | 3,593,199 | Sole |
| Okta Inc | Comm Stk | 107,190 | 438,082 | Sole |
| Snowflake Inc | Comm Stk | 503,750 | 2,083,333 | Sole |
Note: This filing does not provide Salesforce's own revenue, profit, cash flow, margins, debt, or liquidity metrics. It only reports the value of external equity investments held by the company.
Material Changes and Outlook
The filing text does not provide comparative data against prior periods, management commentary, guidance, or risk factors. It is a static snapshot of holdings as of June 30, 2021.
Investor Verification Checklist
- Verify the total aggregate value of the reported holdings against Salesforce's broader investment portfolio disclosures in other filings (e.g., 10-Q or 10-K).
- Confirm the share counts and values align with market prices on June 30, 2021.
- Check subsequent filings to determine if these positions were maintained, increased, or liquidated.
- Note that the filing explicitly states the SEC has not reviewed the information for accuracy.