SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce.com, Inc. (acting as an Institutional Investment Manager) for the quarter ended March 31, 2019. The report was signed by Joe Allanson, Principal Accounting Officer, on May 10, 2019. This document discloses the equity securities held by the manager at the end of the reporting period.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance of Salesforce, Inc. itself. The following metrics relate to the investment portfolio managed by the entity:
- Total Portfolio Value: $443,112,753 (reported in thousands, representing approximately $443.1 million).
- Number of Holdings: 5 distinct entries.
- Other Included Managers: 0.
Note: Revenue, profit, cash flow, margins, debt, and liquidity figures for Salesforce, Inc. are not contained in this filing.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2018) or detail specific changes in holdings, purchases, or sales. It only presents the snapshot of holdings as of March 31, 2019.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the business operations of Salesforce, Inc. It is a regulatory disclosure of investment positions.
Investor Verification Checklist
- Verify the specific 5 securities held in the portfolio by reviewing the full Schedule 13F-HR (not included in the provided text).
- Confirm the distinction between Salesforce, Inc. as the reporting investment manager and Salesforce, Inc. as a public company; this filing reflects the former's investment activity.
- Check subsequent filings to track changes in the $443.1 million portfolio value.