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 March 31, 2022. This form discloses equity securities held by institutional investment managers with over $100 million in qualifying assets under management.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. It does not report the company's own revenue, profit, or cash flow, but rather the value of external investments.
| Issuer Name | Title of Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Blend Labs Inc | Comm Stk | 1,328,302 | 7,571 | Sole |
| Cyngn, Inc | Comm Stk | 316,590 | 462 | Sole |
| Monday.com Ltd | Comm Stk | 483,871 | 76,485 | Sole |
| Ncino Inc | Comm Stk | 2,093,199 | 85,779 | Sole |
| Robinhood Mkts Inc | Comm Stk | 3,843,368 | 51,924 | Sole |
Total Disclosed Value: $222,221,000 (Sum of listed positions).
Material Changes and Outlook
The filing text does not provide comparative data against prior periods, nor does it contain management commentary, guidance, risk factors, or contingencies regarding the issuer's own operations. It strictly lists holdings at a specific point in time.
Investor Verification Checklist
- Verify the total value of the disclosed portfolio against the manager's total assets under management.
- Confirm the share counts and CUSIP numbers for the listed issuers (Blend Labs, Cyngn, Monday.com, Ncino, Robinhood) match external market data as of March 31, 2022.
- Note that this filing represents a snapshot of holdings and does not reflect the financial performance of Salesforce, Inc. itself.
- Check for subsequent filings to track changes in these specific positions.