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 June 30, 2018. The document discloses equity securities held by the company at the end of the quarter. It does not contain financial performance data for Salesforce itself.
Key Financial Metrics
The filing text does not provide revenue, profit, cash flow, margins, debt, or liquidity metrics for Salesforce, Inc. Form 13F filings are limited to reporting investment holdings and do not include the issuer's operational financial statements.
Material Changes and Holdings
The filing lists the following equity positions held by Salesforce, Inc. as of June 30, 2018:
| Issuer | Security Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Twilio Inc. | Common Stock | 49,775 | 888,517 | Sole |
| Dropbox Inc. | Common Stock | 160,108 | 4,938,567 | Sole |
| Docusign Inc. | Common Stock | 240,088 | 4,534,239 | Sole |
| Domo Inc. | Common Stock | 2,202 | 80,647 | Sole |
Total reported value for these specific holdings is approximately $10.44 billion. The filing does not provide comparative data for the prior period to determine material changes in position size.
Guidance, Outlook, and Risks
The filing text does not provide management commentary, future guidance, risk factors, or contingencies. It is a statutory disclosure of investment holdings only.
Investor Verification Checklist
- Verify the total aggregate value of all holdings reported in the full Form 13F, as this summary only lists four specific issuers.
- Confirm whether these holdings represent strategic investments or passive financial assets by reviewing Salesforce's 10-Q or 10-K filings.
- Check subsequent filings to determine if these positions were maintained, increased, or liquidated in following quarters.
- Note that the "Value" column represents the approximate market value at the end of the reporting period, not the cost basis.