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, 2021. The report was signed by Joe Allanson, Principal Accounting Officer, on May 7, 2021. 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 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: $1,641,759,000 (1,641,759 thousands)
- Number of Holdings Reported: 2
- 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, 2020) or detail specific changes in holdings volume or value versus the previous quarter. Only the snapshot for March 31, 2021, is provided in the summary section.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, future guidance, risk factors, or contingencies regarding the company's business operations. It is a regulatory disclosure of investment positions.
Investor Verification Checklist
- Verify the specific names and share counts of the 2 holdings listed in the full Schedule 13F (not included in this summary text).
- Confirm whether the reported value ($1.64 billion) represents the total investment portfolio or a subset of managed assets.
- Review the full filing to determine if the holdings represent long or short positions (Form 13F typically reports long positions).
- Check subsequent filings to track changes in these specific positions.