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, 2022. This form discloses equity securities held by institutional investment managers with over $100 million in qualifying assets.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. It does not contain the company's own revenue, profit, cash flow, or debt metrics. The disclosed holdings are as follows:
| Issuer Name | Title of Class | Shares Held | Value (USD) | Voting Authority |
|---|---|---|---|---|
| Monday.com Ltd | Common Stock | 483,871 | $59,032,262 | Sole |
| Ncino Inc | Common Stock | 2,093,199 | $55,344,182 | Sole |
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.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of holdings and do not contain management commentary, financial guidance, outlook, or risk factors regarding the reporting company's operations. The text includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total value of the disclosed portfolio against the manager's total assets under management.
- Confirm the share counts and values for Monday.com Ltd and Ncino Inc against market data for December 31, 2022.
- Note that this filing reflects only the specific positions listed and does not represent the full investment portfolio of Salesforce, Inc.
- Understand that this document does not provide financial performance metrics for Salesforce, Inc. itself.