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 reporting period ending September 30, 2021. The document discloses equity securities held by the company that are subject to reporting requirements under the Securities Exchange Act of 1934. It does not contain financial performance data for Salesforce itself.
Key Financial Metrics and Holdings
The filing details specific equity positions held by Salesforce, Inc. The table below summarizes the reported holdings:
| Issuer Name | Title of Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Blend Labs Inc | Comm Stk | 1,328,302 | 17,906 | Sole |
| Faraday Future Intelligent Electric Inc | Comm Stk | 5,027 | 47 | Sole |
| Monday.com Ltd | Comm Stk | 483,871 | 157,839 | Sole |
| Ncino Inc | Comm Stk | 2,093,199 | 148,680 | Sole |
| Robinhood Mkts Inc | Comm Stk | 3,947,368 | 166,105 | Sole |
| Snowflake Inc | Comm Stk | 104,167 | 31,503 | Sole |
Note: Revenue, profit, cash flow, margins, debt, and liquidity metrics for Salesforce, Inc. are not provided in this filing type.
Material Changes and Guidance
The filing text does not provide comparative data against prior periods, nor does it contain management commentary, guidance, outlook, or risk factors. Form 13F filings are strictly informational regarding holdings at a specific point in time.
Investor Verification Checklist
- Verify the total aggregate value of the disclosed holdings against Salesforce's quarterly 10-Q filings to assess the proportion of the portfolio represented here.
- Confirm the current market value of these positions, as the values listed are based on the reporting date (September 30, 2021).
- Check subsequent 13F filings to determine if these positions were maintained, increased, or liquidated in the following quarter.
- Review the specific CUSIP numbers provided to ensure accurate identification of the security classes held.