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 December 31, 2018. The report was signed by Joe Allanson, Principal Accounting Officer, on February 13, 2019. 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: $441,401,000 (441,401 thousands)
- Number of Holdings Reported: 5
- 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, 2018) or detail specific changes in holdings volume or value versus the previous quarter. Only the snapshot of holdings as of December 31, 2018, is provided.
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 investment positions.
Investor Verification Checklist
- Verify the specific 5 securities held by Salesforce.com, Inc. in the full Schedule 13F (not included in this summary text).
- Confirm the total portfolio value of $441.4 million against the company's 10-Q or 10-K for the same period to understand the proportion of assets under management.
- Note that this filing reflects Salesforce's role as an investment manager, not its operational financial results.