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. The report covers the quarter ended September 30, 2020, and was signed on November 6, 2020, by Joe Allanson, Principal Accounting Officer. This document discloses the equity securities held by the manager at the end of the reporting period.
Key Financial Metrics
As a 13F filing, this document reports investment holdings rather than the operating financial performance of Salesforce, Inc. itself. The following metrics relate to the manager's portfolio:
- Total Value of Reported Holdings: $1,388,632,000 (1,388,632 thousands).
- Number of Holdings Reported: 3 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 (June 30, 2020) or detail specific changes in holdings (buys, sells, or holds) between periods. It only presents the snapshot of holdings as of September 30, 2020.
Guidance, Outlook, and Risks
This form 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. or the investment strategy of the manager.
Investor Verification Checklist
- Verify the specific tickers and share counts for the 3 holdings listed in the full Schedule 13F (not included in the summary text provided).
- Confirm whether the $1.39 billion value represents the total investable assets under management or only a subset of holdings.
- Review the company's 10-Q or 10-K filings for actual operational financial metrics (revenue, profit, cash flow) as this 13F does not contain them.