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, 2018. This form discloses equity securities held by institutional investment managers with over $100 million in qualifying assets under management.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the company. The table below summarizes the reported holdings, including the number of shares, value (in thousands), and voting authority.
| Issuer | Security Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Anaplan Inc. | Common Stock | 2,980,597 | 79,105 | Sole |
| Docusign Inc. | Common Stock | 3,481,584 | 139,542 | Sole |
| Dropbox Inc. | Common Stock | 4,938,567 | 100,895 | Sole |
| SVMK Inc. | Common Stock | 3,464,912 | 42,514 | Sole |
| Twilio Inc. | Common Stock | 888,517 | 79,345 | Sole |
Note: This filing does not contain Salesforce's own revenue, profit, cash flow, margins, debt, or liquidity metrics. It only reports the company's external equity investments.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting company's operations.
Investor Verification Checklist
- Verify the total aggregate value of these specific equity positions against Salesforce's quarterly 10-Q or annual 10-K filings to understand their impact on the balance sheet.
- Confirm whether these holdings represent strategic investments or passive financial assets.
- Check subsequent 13F filings to track changes in these specific positions (Anaplan, Docusign, Dropbox, SVMK, Twilio) over time.
- Note that the SEC has not reviewed the accuracy of this information; investors should rely on audited financial statements for operational performance.