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 December 31, 2019. The document discloses equity securities held by the company at the end of the quarter, as required by the Securities and Exchange Commission.
Key Financial Metrics and Holdings
The filing does not report Salesforce's own revenue, profit, cash flow, or debt. Instead, it details the company's investment portfolio in other public companies. The total value of the reported holdings is approximately $11.56 million.
| Issuer | Class | Shares Held | Value ($) | Voting Authority |
|---|---|---|---|---|
| Dropbox, Inc. | Common Stock | 88,450 | 4,938,567 | Sole |
| SVMK, Inc. | Common Stock | 68,643 | 3,841,245 | Sole |
| Zoom Video Communications, Inc. | Common Stock | 189,000 | 2,777,777 | Sole |
Material Changes
The filing text does not provide data for the prior comparable period; therefore, material changes in holdings versus the previous quarter 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, financial guidance, outlook, or risk factors regarding Salesforce's operations. It strictly lists the securities held and the voting authority associated with them.
Investor Verification Checklist
- Verify the total value of Salesforce's disclosed equity investments ($11.56 million) against the company's total cash and marketable securities reported in its 10-K or 10-Q.
- Confirm the specific CUSIP numbers for the holdings in Dropbox, SVMK, and Zoom to ensure accurate tracking of these positions.
- Review subsequent 13F filings to determine if these positions were increased, decreased, or liquidated in following quarters.
- Note that this filing represents only a subset of potential investments; it does not disclose private equity holdings or other asset classes.