SEC Filing Summary: Salesforce, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Salesforce, Inc. (acting as an Institutional Investment Manager) for the quarter ended September 30, 2018. The report was signed by Joe Allanson, Principal Accounting Officer, on November 13, 2018. It 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 investment holdings rather than the operating financial performance of Salesforce, Inc. itself. The following metrics relate to the reported portfolio:
- Total Value of Reported Holdings: $504,801,000 (504,801 thousands).
- Number of Holdings Reported: 5 entries.
- Other Included Managers: 0.
Note: This filing does not provide data on Salesforce, Inc.'s revenue, profit, cash flow, margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (June 30, 2018) or detail specific changes in holdings (purchases, sales, or net changes) within the provided summary page. Only the aggregate total value and count for the current period are listed.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the business operations of Salesforce, Inc.
Investor Verification Checklist
- Verify the full list of 5 specific securities held in the detailed schedules (not included in this summary text).
- Confirm whether the reported value ($504.8 million) represents a significant portion of the company's total assets or is a specific investment arm.
- Review the company's 10-Q or 10-K filings for actual operating financial results (revenue, profit, cash flow) for the period ended September 30, 2018.
- Check for any amendments to this filing if the initial report was incomplete.