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 reporting period ended December 31, 2017. The report was signed by Joe Allanson, Principal Accounting Officer, on February 13, 2018. This form discloses the equity securities held by the manager at the end of the quarter.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of Salesforce, Inc. itself. The specific metrics disclosed are:
- Total Value of Reported Holdings: $22,300,000 (reported as 22,300 in thousands).
- Number of Holdings Entries: 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 (September 30, 2017) or detail specific changes in holdings volume or value versus the previous quarter. It only presents the snapshot of holdings as of December 31, 2017.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations. It is a regulatory disclosure of portfolio composition.
Investor Verification Checklist
- Verify the specific identity of the 2 holdings listed in the full Schedule 13F (not included in the summary text provided).
- Confirm the total market value of $22.3 million represents the complete portfolio or a subset (the filing indicates "all holdings" are reported).
- Review the full Schedule 13F to determine if these holdings represent a strategic investment or a passive treasury allocation.