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 March 31, 2021. The document discloses equity securities held by the company at the end of the quarter. It does not contain operational or financial performance data for Salesforce itself.
Key Financial Metrics
The filing does not provide revenue, profit, cash flow, margins, debt, or liquidity metrics for Salesforce, Inc. Instead, it lists specific equity holdings managed by the company:
| Issuer | Security Class | Shares Held | Value (USD) | Voting Authority |
|---|---|---|---|---|
| NCINO INC | Common Stock | 498,784 | $7,475,773 | Sole |
| SNOWFLAKE INC | Common Stock | 1,142,975 | $4,985,061 | Sole |
Material Changes
The filing text does not provide comparative data from the prior period; therefore, material changes in holdings cannot be determined from this document alone.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of holdings and does not contain management commentary, future guidance, risk factors, or contingencies regarding Salesforce's business operations.
Investor Verification Checklist
- Verify the total value of disclosed holdings ($12,460,834) against the company's broader investment portfolio.
- Confirm the voting authority status (Sole) for the listed positions in NCINO and SNOWFLAKE.
- Note that this filing reflects investment activity, not the company's core operating results.