SEC Form 13F Information Table Summary
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Salesforce, Inc. to the U.S. Securities and Exchange Commission. The reporting period covers holdings as of December 31, 2020. This form discloses equity securities held by institutional investment managers, not the operating financial results of Salesforce itself.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. The table below summarizes the reported holdings:
| Issuer | Security Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| NCINO INC | Common Stock | 779,166 | 10,760,469 | Sole |
| SNOWFLAKE INC | Common Stock | 586,250 | 2,083,333 | Sole |
Note: The filing does not provide Salesforce's own revenue, profit, cash flow, margins, debt, or liquidity metrics. It only reports the value of external investments held by the company.
Material Changes
The filing text does not provide comparative data from prior periods; therefore, material changes in holdings versus the previous reporting period cannot be determined from this document alone.
Guidance, Outlook, and Risks
This document is a statutory disclosure of holdings and does not contain management commentary, future guidance, risk factors, or contingencies regarding Salesforce's operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Investment Focus: Salesforce held significant positions in NCINO Inc. ($10.76M) and Snowflake Inc. ($2.08M) as of the reporting date.
- Voting Control: Salesforce exercised sole voting authority over both reported positions.
- Data Limitation: This filing does not reflect Salesforce's internal financial performance (e.g., revenue or earnings) and should not be confused with an earnings report (10-K or 10-Q).
- Valuation Basis: The values reported are in thousands of dollars and represent the market value of the securities at the end of the quarter.