SEC Form 13F Information Table Summary
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 covers holdings as of March 31, 2019. This form discloses equity securities held by institutional investment managers, not the operating financial results of Salesforce itself.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. The table below summarizes the reported holdings:
| Issuer Name | Title of Class | Shares Held | Value ($000s) | Voting Authority |
|---|---|---|---|---|
| Anaplan Inc | Comm Stk | 2,980,597 | 117,316,297 | Sole |
| Dropbox Inc | Comm Stk | 4,938,567 | 107,660,760 | Sole |
| Lyft Inc | Comm Stk | 514,255 | 40,261,023 | Sole |
| SVMK Inc | Comm Stk | 3,464,912 | 63,096,047 | Sole |
| Twilio Inc | Comm Stk | 888,517 | 114,778,626 | Sole |
Note: This filing does not provide revenue, profit, cash flow, margins, debt, or liquidity metrics for Salesforce, Inc., as Form 13F is strictly a disclosure of investment holdings.
Material Changes and Guidance
The filing text does not provide comparative data against prior periods, nor does it contain management commentary, guidance, outlook, risks, or contingencies regarding Salesforce's operations. It is a static snapshot of holdings at the end of the quarter.
Investor Verification Checklist
- Verify that the reported share counts and values align with market prices as of March 31, 2019.
- Confirm that "Sole" voting authority indicates Salesforce has full discretion over these specific positions.
- Note that this document does not reflect Salesforce's own financial performance; refer to Form 10-Q or 10-K for operational metrics.
- Check for subsequent filings to track changes in these specific equity positions.