SEC Filing Summary: Form 13F Information Table
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 ends on June 30, 2020. This form discloses the equity securities held by the reporting manager at the end of the quarter.
Key Financial Metrics and Holdings
The filing details a single equity position held by the manager:
- Issuer: SVMK INC
- Security Title: Common Stock (COMM STK)
- CUSIP: 78489X103
- Shares Held: 376,333
- Value: $8,859,000 (reported as 8,859 in thousands)
- Voting Authority: Sole (376,333 shares)
- Discretion: Sole
The filing does not provide revenue, profit, cash flow, margins, debt, or liquidity metrics for Salesforce, Inc. itself, as Form 13F reports investment holdings rather than the issuer's operational financials.
Material Changes
The provided text contains only the snapshot of holdings as of June 30, 2020. It does not include comparative data from the prior quarter or year, so material changes in holdings cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, future guidance, risk factors, or contingencies regarding the reporting manager's strategy or the underlying issuers. The document includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total value of the SVMK INC position ($8.859 million) against the reporting manager's total assets under management to assess concentration risk.
- Confirm the "Sole" voting authority status to understand the manager's control over the 376,333 shares.
- Check subsequent Form 13F filings to determine if this position was increased, decreased, or liquidated in the following quarter.
- Note that this filing reflects holdings of Salesforce, Inc. as an investment manager, not the financial performance of Salesforce, Inc. as a public company.